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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $43,919 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $8,603 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,095 | $62,928-37.9% | $172,753-77.4% | $67,582-42.2% |
| Participation rate | 93.7% | 64.5%+29.3pp | 82.6%+11.1pp | 71.3%+22.5pp |
| Annual return | 25.24% | 30.36%-5.1pp | 803.00%-777.8pp | 378.57%-353.3pp |
| Employer contribution / active EE | $1,796 | $1,636+9.8% | $5,144-65.1% | $2,148-16.4% |
| Participant deferral / active EE | $4,507 | $2,145+110.1% | $5,198-13.3% | $3,539+27.3% |
| Admin fee / account holder | $14 | $167-91.6% | $13,956-99.9% | $142-90.2% |