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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HANTZ RETIREMENT PLAN SOLUTIONS LLC Service code 27 · EIN 87-0849379 | Advisory (Plan) | $26,727 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,133 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,815 | $59,448-54.9% | $93,696-71.4% | $74,459-64.0% |
| Participation rate | 69.1% | 59.6%+9.5pp | 68.7%+0.4pp | 67.2%+1.9pp |
| Annual return | 12.46% | 82.11%-69.6pp | 133.74%-121.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,074 | $1,266-15.2% | $2,422-55.7% | $2,626-59.1% |
| Participant deferral / active EE | $1,850 | $3,052-39.4% | $4,417-58.1% | $4,350-57.5% |
| Admin fee / account holder | $306 | $3,027-89.9% | $8,287-96.3% | $1,945-84.2% |