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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HALBERT HARGROVE GBL ADV LLC Service code 28 · EIN 33-0804608 | Investment Management | $27,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,137 | $75,183-53.3% | $123,894-71.6% | $55,167-36.3% |
| Participation rate | 65.7% | 72.8%-7.2pp | 81.4%-15.7pp | 69.0%-3.3pp |
| Annual return | 7.51% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,566 | $2,823-44.6% | $4,617-66.1% | $1,963-20.2% |
| Participant deferral / active EE | $2,769 | $5,084-45.5% | $5,984-53.7% | $3,054-9.3% |
| Admin fee / account holder | $213 | $663-67.9% | $8,357-97.5% | $504-57.8% |