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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,764 |
THE HASLAUER GROUP, INC.2+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 700 HICKORY AVENUE · HARAHAN, LA 70123 | Recordkeeping | $475 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,728 | $46,732-32.1% | $156,551-79.7% | $55,167-42.5% |
| Participation rate | 11.6% | 65.8%-54.2pp | 84.0%-72.5pp | 69.0%-57.4pp |
| Annual return | 4.88% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $241 | $2,204-89.1% | $4,871-95.0% | $3,054-92.1% |
| Admin fee / account holder | $142 | $418-66.2% | $13,028-98.9% | $504-71.9% |