Filed June 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $115,652 |
Filed as: MML INVESTORS SERVICES 04-3109325 Service code 22 | Insurance Broker | $44,354 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $23,300 |
AVINTUS3 years Service code 14 · EIN 04-3682160 | Plan Administrator | $14,338 |
Filed as: LEAFHOUSE FINANCIAL INVESTORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $12,587 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP INC 72-1487108 Service code 15 | Recordkeeping | $1,316 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $17,064 | $78,419-78.2% | $133,978-87.3% | $73,412-76.8% |
| Participation rate | 90.3% | 78.6%+11.7pp | 79.8%+10.5pp | 72.2%+18.2pp |
| Annual return | 3.96% | 33.35%-29.4pp | 45.10%-41.1pp | 59.30%-55.3pp |
| Employer contribution / active EE | $538 | $2,044-73.7% | $3,919-86.3% | $2,234-75.9% |
| Participant deferral / active EE | $2,063 | $3,925-47.4% | $5,047-59.1% | $3,806-45.8% |
| Admin fee / account holder | $152 | $161-5.7% | $8,930-98.3% | $158-3.6% |