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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,757 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 36-4906731 | Advisory (Plan) | $20,438 |
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.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,036 | $50,919-15.5% | $155,556-72.3% | $77,762-44.7% |
| Participation rate | 31.0% | 63.1%-32.1pp | 78.2%-47.2pp | 70.6%-39.6pp |
| Annual return | 14.48% | 34.84%-20.4pp | 64.84%-50.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,166 | $2,824-23.3% | $5,631-61.5% | $4,651-53.4% |
| Admin fee / account holder | $312 | $437-28.6% | $15,885-98.0% | $433-28.0% |