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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,610 |
THE HASLAUER GROUP, INC.2 years Service code 15 · EIN 72-1396122 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $6,002 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 5707 SOUTHWEST PKWY BLDG2 #400 · AUSTIN, TX 787353300 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,924 | $73,978-82.5% | $96,515-86.6% | $75,173-82.8% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 13.79% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $667 | $2,931-77.2% | $3,740-82.2% | $2,671-75.0% |
| Participant deferral / active EE | $1,628 | $3,660-55.5% | $4,880-66.6% | $4,126-60.5% |
| Admin fee / account holder | $59 | $5,219-98.9% | $6,735-99.1% | $5,651-99.0% |