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| Provider | Service type | Compensation |
|---|---|---|
PETERS WEALTH ADVISORS LLC4+ years Service code 27 · EIN 90-0965466 | Advisory (Plan) | $72,570 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,621 |
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 22 · EIN 02-0580939 | Insurance Broker | $5,926 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC. 72-1487108 Service code 15 | Recordkeeping | $1,583 |
THE HASLAUER GROUP, INC.4+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,400 |
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 | $126,551 | $73,102+73.1% | $123,544+2.4% | $56,287+124.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 82.3%+5.2pp | 69.9%+17.6pp |
| Annual return | -5.34% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,289 | $2,977-23.1% | $4,628-50.5% | $2,111+8.4% |
| Participant deferral / active EE | $5,022 | $5,423-7.4% | $6,426-21.8% | $3,350+49.9% |
| Admin fee / account holder | $542 | $554-2.1% | $9,284-94.2% | $521+4.1% |