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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,236 |
Filed as: KESTRA INVESTMENT SVCS 74-2794194 Service code 22 | Insurance Broker | $10,385 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVCES LLC 74-2470431 Service code 22 | Insurance Broker | $9,986 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLUAER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $7,950 |
THE HASLAUER GROUP, INC.2+ years Filed as: THE HASLAUER GROUP, INC. 72-1487108 Service code 15 | Recordkeeping | $2,391 |
Filed as: KESTRA INVESMENT SERVICES LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,554 | $60,349-29.5% | $74,184-42.6% | $62,881-32.3% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 2.01% | 21.38%-19.4pp | 17.74%-15.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,452 | $2,856+20.9% | $3,550-2.7% | $3,203+7.8% |
| Admin fee / account holder | $264 | $4,261-93.8% | $5,586-95.3% | $4,296-93.8% |