Filed April 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 84-0467907 | Recordkeeping | $719 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLCH PL, STE 150 · THE WOODLANDS, TX 80111 | Other Fees | $100 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,669 | $60,989-71.0% | $60,919-71.0% | $66,949-73.6% |
| Participation rate | 42.9% | 74.5%-31.6pp | 73.1%-30.2pp | 69.8%-27.0pp |
| Annual return | -17.01% | -9.60%-7.4pp | 16.96%-34.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $408 | $2,661-84.7% | $2,704-84.9% | $2,545-84.0% |
| Participant deferral / active EE | $1,038 | $3,615-71.3% | $3,814-72.8% | $4,239-75.5% |
| Admin fee / account holder | $11 | $338-96.8% | $3,228-99.7% | $594-98.2% |