Filed June 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $115,059 |
Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 · EIN 20-2807852 | Plan Administrator | $14,725 |
Filed as: MML INVESTORS SERVICES 04-3109325 Service code 22 | Insurance Broker | $8,615 |
Filed as: MML INVESTORS Service code 27 · EIN 04-1890850 | Advisory (Plan) | $8,347 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $4,943 |
NO PAID AGENT1 year Filed as: NO PAID AGENT 99-9999999 Service code 99 | Other Fees | $2,901 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,024 | $71,666-80.4% | $117,861-88.1% | $69,631-79.9% |
| Participation rate | 87.2% | 77.5%+9.6pp | 79.7%+7.5pp | 70.7%+16.5pp |
| Annual return | 14.17% | 18.86%-4.7pp | 335.11%-320.9pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $607 | $1,889-67.9% | $3,786-84.0% | $2,032-70.1% |
| Participant deferral / active EE | $2,126 | $3,340-36.3% | $4,482-52.6% | $3,224-34.1% |
| Admin fee / account holder | $121 | $120+0.3% | $8,021-98.5% | $110+9.3% |