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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,102 |
THE HASLAUER GROUP, INC.1+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 700 HICKORY AVENUE · HARAHAN, LA 70123 | Recordkeeping | $1,173 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,476 | $37,117-28.7% | $147,617-82.1% | $55,191-52.0% |
| Participation rate | 7.1% | 63.6%-56.5pp | 84.6%-77.5pp | 69.2%-62.0pp |
| Annual return | -2.38% | 3.44%-5.8pp | 61.98%-64.4pp | 10.78%-13.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $147 | $1,985-92.6% | $4,895-97.0% | $3,046-95.2% |
| Admin fee / account holder | $125 | $86+46.1% | $11,612-98.9% | $91+37.7% |