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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,288 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $23,414 |
THE HASLAUER GROUP, INC.10+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD., SUITE C · KENNER, LA 70062 | Recordkeeping | $4,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,290 | $50,919-50.3% | $155,556-83.7% | $77,762-67.5% |
| Participation rate | 35.8% | 63.1%-27.3pp | 78.2%-42.4pp | 70.6%-34.8pp |
| Annual return | 128.24% | 34.84%+93.4pp | 64.84%+63.4pp | 31.27%+97.0pp |
| Employer contribution / active EE | $738 | $1,991-63.0% | $4,675-84.2% | $2,728-73.0% |
| Participant deferral / active EE | $1,769 | $2,824-37.4% | $5,631-68.6% | $4,651-62.0% |
| Admin fee / account holder | $264 | $437-39.5% | $15,885-98.3% | $433-39.0% |