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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1281022 | Recordkeeping | $60,301 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. 74-2794194 Service code 22 | Insurance Broker | $27,905 |
THE HASLAUER GROUP, INC.1+ years Service code 15 · EIN 72-1487108 700 HICKORY AVE. · HARAHAN, LA 70123 | Recordkeeping | $12,825 |
THE HASLAUER GROUP, INC.1+ years Filed as: THE HASLAUER GROUP, INC. 72-1487108 Service code 15 | Recordkeeping | $8,496 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, LLC Service code 22 · EIN 74-2470431 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,896 | $54,320-24.7% | $67,653-39.5% | $52,331-21.8% |
| Participation rate | 90.4% | 73.6%+16.8pp | 75.7%+14.7pp | 68.1%+22.3pp |
| Annual return | -2.70% | 6.81%-9.5pp | 6625.22%-6627.9pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,592 | $1,544+3.1% | $2,266-29.7% | $1,882-15.4% |
| Participant deferral / active EE | $6,536 | $2,950+121.5% | $3,560+83.6% | $3,022+116.3% |
| Admin fee / account holder | $275 | $527-47.7% | $4,821-94.3% | $592-53.4% |