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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 | Other Fees | $10,329 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP, INC Service code 49 | Other Services | $9,652 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,964 |
THE HASLAUER GROUP, INC.3 years Service code 49 · EIN 72-1487108 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,185 | $55,446+234.0% | $155,574+19.0% | $74,429+148.8% |
| Participation rate | 62.0% | 61.9%+0.1pp | 78.2%-16.2pp | 67.2%-5.2pp |
| Annual return | 14.47% | 269.20%-254.7pp | 64.87%-50.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $5,264 | $2,266+132.3% | $4,676+12.6% | $2,625+100.6% |
| Participant deferral / active EE | $12,516 | $2,836+341.3% | $5,629+122.3% | $4,348+187.8% |
| Admin fee / account holder | $138 | $1,743-92.1% | $15,914-99.1% | $1,944-92.9% |