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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HA&W WEALTH MANAGEMENT, LLV Service code 99 | Other Fees | $8,153 |
Filed as: HA&W WEALTH MANAEMENT, LLC Service code 99 · EIN 58-2484343 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,643 | $69,305-45.7% | $82,312-54.3% | $69,631-45.9% |
| Participation rate | 18.9% | 80.3%-61.4pp | 76.9%-58.0pp | 70.7%-51.8pp |
| Annual return | 23.90% | 21.47%+2.4pp | 25.88%-2.0pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $569 | $1,887-69.9% | $2,428-76.6% | $2,032-72.0% |
| Participant deferral / active EE | $1,053 | $3,568-70.5% | $3,706-71.6% | $3,224-67.3% |
| Admin fee / account holder | $25 | $97-73.9% | $5,608-99.5% | $110-77.1% |