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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $80,485 |
GENEOS WEALTH MANAGEMENT INC4 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 22 · EIN 02-0580939 | Insurance Broker | $47,301 |
THE HASLAUER GROUP, INC.7+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $5,996 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $3,354 |
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.
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 | $217,524 | $104,475+108.2% | $159,436+36.4% | $79,386+174.0% |
| Participation rate | 95.4% | 76.6%+18.8pp | 82.8%+12.5pp | 70.7%+24.7pp |
| Annual return | 13.11% | 67.95%-54.8pp | 263.57%-250.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,633 | $3,417-22.9% | $4,829-45.5% | $2,427+8.5% |
| Participant deferral / active EE | $7,281 | $6,467+12.6% | $7,352-1.0% | $4,046+80.0% |
| Admin fee / account holder | $574 | $711-19.3% | $10,799-94.7% | $626-8.4% |