Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $13,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,422 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,222 | $64,909-64.2% | $82,313-71.8% | $62,293-62.7% |
| Participation rate | 80.3% | 74.9%+5.4pp | 76.9%+3.4pp | 69.5%+10.7pp |
| Annual return | 23.72% | 21.18%+2.5pp | 25.88%-2.2pp | 28.90%-5.2pp |
| Employer contribution / active EE | $1,007 | $1,676-39.9% | $2,428-58.5% | $2,042-50.7% |
| Participant deferral / active EE | $2,024 | $3,103-34.8% | $3,706-45.4% | $3,169-36.1% |
| Admin fee / account holder | $97 | $440-77.9% | $5,608-98.3% | $479-79.8% |