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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 16 · EIN 47-1534832 | Consulting | $42,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,790 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,631 |
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.
Employer 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 | $55,822 | $78,852-29.2% | $76,767-27.3% | $75,289-25.9% |
| Participation rate | 45.0% | 85.0%-40.0pp | 77.0%-32.0pp | 72.4%-27.4pp |
| Annual return | -3.15% | -1.29%-1.9pp | 2.43%-5.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $150 | $2,794-94.6% | $2,485-94.0% | $2,405-93.8% |
| Participant deferral / active EE | $1,712 | $4,800-64.3% | $3,852-55.6% | $3,739-54.2% |
| Admin fee / account holder | $70 | $79-11.8% | $6,675-99.0% | $102-31.9% |