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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,631 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA INVESTMENT SVCS 74-2794194 Service code 22 | Insurance Broker | $24,239 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $10,700 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,691 | $78,425-37.9% | $95,956-49.3% | $79,858-39.0% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.63%-81.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,819 | $3,440+98.2% | $4,167+63.7% | $3,740+82.3% |
| Admin fee / account holder | $342 | $5,622-93.9% | $6,797-95.0% | $5,306-93.5% |