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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,593 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $22,861 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,921 |
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.)
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 | $80,395 | $81,474-1.3% | $133,959-40.0% | $73,493+9.4% |
| Participation rate | 60.9% | 76.4%-15.5pp | 79.8%-18.9pp | 70.7%-9.8pp |
| Annual return | 16.90% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,206 | $2,209-45.4% | $3,919-69.2% | $2,270-46.9% |
| Participant deferral / active EE | $3,287 | $3,786-13.2% | $5,047-34.9% | $3,740-12.1% |
| Admin fee / account holder | $474 | $713-33.5% | $8,928-94.7% | $513-7.6% |