Filed June 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,707 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $5,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,222 | $65,092-76.6% | $143,799-89.4% | $66,938-77.3% |
| Participation rate | 43.1% | 65.2%-22.1pp | 80.3%-37.2pp | 69.8%-26.7pp |
| Annual return | -20.99% | -11.14%-9.9pp | -0.04%-20.9pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,237 | $2,362-47.6% | $4,952-75.0% | $2,545-51.4% |
| Participant deferral / active EE | $2,388 | $2,920-18.2% | $5,638-57.7% | $4,238-43.7% |
| Admin fee / account holder | $257 | $502-48.8% | $14,677-98.2% | $594-56.7% |