Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 16 · EIN 47-1534832 | Consulting | $32,500 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $26,629 |
KATZ TELLER BRANT & HILD2 years Filed as: KATZ, TELLER, BRANT & HILD Service code 29 · EIN 31-0794435 | Legal | $22,493 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,560 | $37,196+33.2% | $154,111-67.8% | $55,725-11.1% |
| Participation rate | 64.7% | 64.1%+0.6pp | 83.0%-18.3pp | 70.9%-6.1pp |
| Annual return | -6.19% | 1319.68%-1325.9pp | 735.18%-741.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,472 | $1,614-8.8% | $5,298-72.2% | $2,078-29.1% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $121 | $102+18.7% | $13,411-99.1% | $115+4.7% |