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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,509 |
WOLF MCDUFF & OPPIE1 year Service code 27 · EIN 64-0891412 3103 PASCAGOULA STREET · PASCAGOULA, MS 39567 | Advisory (Plan) | $6,650 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP Service code 15 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 700620000 | Recordkeeping | $5,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,512 | $39,286+28.6% | $80,741-37.4% | $79,393-36.4% |
| Participation rate | 18.8% | 41.0%-22.2pp | 54.2%-35.4pp | 70.7%-52.0pp |
| Annual return | 8.66% | 98.95%-90.3pp | 87.30%-78.6pp | 116.87%-108.2pp |
| Employer contribution / active EE | $138 | $594-76.7% | $1,160-88.1% | $2,428-94.3% |
| Participant deferral / active EE | $598 | $1,264-52.7% | $2,145-72.1% | $4,046-85.2% |
| Admin fee / account holder | $531 | $647-17.9% | $3,380-84.3% | $627-15.2% |