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| Provider | Service type | Compensation |
|---|---|---|
PETERS WEALTH ADVISORS LLC3+ years Service code 27 · EIN 90-0965466 | Advisory (Plan) | $62,994 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,644 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC. 72-1487108 Service code 15 | Recordkeeping | $2,479 |
THE HASLAUER GROUP, INC.3+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,490 | $80,753+104.9% | $136,294+21.4% | $62,292+165.7% |
| Participation rate | 76.1% | 73.5%+2.6pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 18.01% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,337 | $2,884-19.0% | $4,695-50.2% | $2,042+14.4% |
| Participant deferral / active EE | $5,305 | $5,164+2.7% | $6,247-15.1% | $3,169+67.4% |
| Admin fee / account holder | $639 | $525+21.7% | $9,243-93.1% | $479+33.4% |