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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,568 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $8,854 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $3,709 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,768 | $58,895-54.5% | $178,503-85.0% | $73,497-63.6% |
| Participation rate | 44.1% | 66.2%-22.2pp | 81.9%-37.9pp | 70.7%-26.6pp |
| Annual return | 20.38% | 24.86%-4.5pp | 151.12%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $504 | $2,236-77.5% | $5,011-90.0% | $2,270-77.8% |
| Participant deferral / active EE | $1,244 | $2,567-51.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $318 | $400-20.5% | $13,987-97.7% | $513-38.0% |