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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Service code 22 · EIN 45-5279132 17300 DALLAS PKWY · DALLAS, TX 75218 | Insurance Broker | $2,110 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,489 |
THE HASLAUER GROUP, INC.1 year Service code 15 1800 WILLIAMS BLVD. · KENNER, LA 70062 | Recordkeeping | $491 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,968 | $60,989-70.5% | $60,899-70.5% | $66,930-73.2% |
| Participation rate | 54.5% | 74.5%-20.0pp | 73.1%-18.6pp | 69.8%-15.3pp |
| Annual return | -13.40% | -9.60%-3.8pp | 16.92%-30.3pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,345 | $2,661-49.5% | $2,702-50.2% | $2,545-47.2% |
| Participant deferral / active EE | $1,930 | $3,615-46.6% | $3,817-49.4% | $4,238-54.5% |
| Admin fee / account holder | $304 | $338-10.2% | $3,225-90.6% | $593-48.8% |