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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,179 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,720 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $2,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,230 | $61,172-50.6% | $185,851-83.7% | $79,389-61.9% |
| Participation rate | 43.9% | 66.6%-22.7pp | 81.7%-37.8pp | 70.7%-26.8pp |
| Annual return | 11.53% | 19.45%-7.9pp | 122.11%-110.6pp | 116.89%-105.4pp |
| Employer contribution / active EE | $478 | $2,321-79.4% | $5,168-90.8% | $2,428-80.3% |
| Participant deferral / active EE | $1,141 | $2,788-59.1% | $5,569-79.5% | $4,046-71.8% |
| Admin fee / account holder | $370 | $710-47.8% | $16,245-97.7% | $626-40.9% |