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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,953 |
PETERS WEALTH ADVISORS LLC1+ years Service code 27 · EIN 90-0965466 | Advisory (Plan) | $5,579 |
THE HASLAUER GROUP, INC.1+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,847 | $22,714-34.6% | $59,496-75.0% | $55,191-73.1% |
| Participation rate | 19.8% | 37.5%-17.7pp | 54.6%-34.8pp | 69.2%-49.4pp |
| Annual return | -3.35% | -44.01%+40.7pp | 182.05%-185.4pp | 10.78%-14.1pp |
| Employer contribution / active EE | $368 | $418-11.9% | $1,153-68.1% | $1,899-80.6% |
| Participant deferral / active EE | $600 | $843-28.9% | $1,829-67.2% | $3,046-80.3% |
| Admin fee / account holder | $155 | $83+85.7% | $2,232-93.1% | $91+70.5% |