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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,590 |
COKER & PALMER1 year Service code 27 · EIN 64-0802631 | Advisory (Plan) | $11,695 |
THE HASLAUER GROUP, INC.4 years Service code 13 · EIN 72-1487108 | Contract Administrator | $5,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,637 | $60,788-16.7% | $85,709-40.9% | $79,391-36.2% |
| Participation rate | 47.7% | 62.1%-14.5pp | 69.9%-22.2pp | 70.7%-23.0pp |
| Annual return | 12.09% | 16.57%-4.5pp | 21.49%-9.4pp | 116.88%-104.8pp |
| Employer contribution / active EE | $2,476 | $1,664+48.8% | $2,619-5.4% | $2,428+2.0% |
| Participant deferral / active EE | $3,363 | $2,920+15.2% | $3,924-14.3% | $4,046-16.9% |
| Admin fee / account holder | $553 | $439+26.0% | $6,876-92.0% | $627-11.8% |