Filed February 27, 2015 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $85,853 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 | Insurance Broker | $45,198 |
THE HASLAUER GROUP, INC.8 years Service code 15 · EIN 72-1487108 | Recordkeeping | $22,750 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $7,906 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $50,614 | $92,076-45.0% | $105,607-52.1% | $77,736-34.9% |
| Participation rate | 56.3% | 81.0%-24.8pp | 75.3%-19.0pp | 70.6%-14.3pp |
| Annual return | 11.13% | 17.84%-6.7pp | 116.11%-105.0pp | 31.26%-20.1pp |
| Employer contribution / active EE | $1,775 | $3,370-47.3% | $3,167-44.0% | $2,728-34.9% |
| Participant deferral / active EE | $2,940 | $5,390-45.4% | $5,011-41.3% | $4,651-36.8% |
| Admin fee / account holder | $410 | $219+87.4% | $10,958-96.3% | $433-5.3% |