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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,012 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $11,539 |
THE HASLAUER GROUP, INC.10+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $9,039 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,102 | $30,437+15.3% | $56,033-37.4% | $74,459-52.9% |
| Participation rate | 40.9% | 32.9%+8.0pp | 52.5%-11.6pp | 67.2%-26.4pp |
| Annual return | 12.14% | 24.96%-12.8pp | 1711.38%-1699.2pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,260 | $610+106.5% | $1,041+21.0% | $2,626-52.0% |
| Participant deferral / active EE | $1,981 | $1,176+68.5% | $1,954+1.4% | $4,350-54.5% |
| Admin fee / account holder | $334 | $2,363-85.9% | $2,827-88.2% | $1,945-82.8% |