Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,213 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $9,544 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $3,924 |
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 | $26,941 | $65,125-58.6% | $143,797-81.3% | $66,949-59.8% |
| Participation rate | 43.8% | 65.2%-21.4pp | 80.3%-36.5pp | 69.8%-26.0pp |
| Annual return | -18.39% | -11.13%-7.3pp | -0.04%-18.3pp | 1.57%-20.0pp |
| Employer contribution / active EE | $536 | $2,362-77.3% | $4,952-89.2% | $2,545-78.9% |
| Participant deferral / active EE | $1,299 | $2,920-55.5% | $5,638-77.0% | $4,239-69.4% |
| Admin fee / account holder | $433 | $503-14.0% | $14,679-97.1% | $594-27.1% |