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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,252 |
THE HASLAUER GROUP, INC.3+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD., STE 3 · KENNER, LA 70062 | Recordkeeping | $850 |
Filed as: MERRILL LYNCH 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.
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 | $30,870 | $55,453-44.3% | $170,435-81.9% | $62,293-50.4% |
| Participation rate | 7.8% | 66.4%-58.5pp | 83.6%-75.8pp | 69.5%-61.7pp |
| Annual return | 15.02% | 21.38%-6.4pp | 205.94%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $232 | $2,303-89.9% | $4,939-95.3% | $3,169-92.7% |
| Admin fee / account holder | $145 | $455-68.1% | $13,881-99.0% | $479-69.7% |