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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,122 |
THE HASLAUER GROUP, INC.4+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD., STE 3 · KENNER, LA 70062 | Recordkeeping | $846 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $30,884 | $47,977-35.6% | $154,108-80.0% | $56,289-45.1% |
| Participation rate | 9.4% | 66.2%-56.7pp | 83.0%-73.6pp | 69.9%-60.4pp |
| Annual return | -7.85% | 3.54%-11.4pp | 735.21%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $248 | $2,392-89.6% | $5,081-95.1% | $3,350-92.6% |
| Admin fee / account holder | $574 | $438+30.9% | $13,411-95.7% | $521+10.1% |