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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,406 |
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 | Accounting | $22,000 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 | Insurance Broker | $8,947 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,768 |
Filed as: MML INVESTOR SERVICES LLC Service code 22 · EIN 04-1590850 | Insurance Broker | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,215 | $45,343-31.2% | $150,298-79.2% | $67,986-54.1% |
| Participation rate | 65.4% | 51.9%+13.6pp | 77.8%-12.3pp | 57.2%+8.2pp |
| Annual return | 13.09% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $961 | $1,462-34.2% | $4,154-76.9% | $2,019-52.4% |
| Participant deferral / active EE | $2,993 | $2,055+45.7% | $5,453-45.1% | $3,358-10.9% |
| Admin fee / account holder | $459 | $2,250-79.6% | $14,116-96.7% | $3,203-85.7% |