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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $30,548 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $24,474 |
THE HASLAUER GROUP, INC.2 years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $1,200 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,728 | $29,548+163.1% | $56,411+37.8% | $77,643+0.1% |
| Participation rate | 30.0% | 32.7%-2.7pp | 52.5%-22.4pp | 70.6%-40.5pp |
| Annual return | 22.96% | 19.01%+3.9pp | 1701.33%-1678.4pp | 31.24%-8.3pp |
| Employer contribution / active EE | $366 | $568-35.6% | $1,039-64.8% | $2,726-86.6% |
| Participant deferral / active EE | $1,679 | $1,061+58.3% | $1,952-14.0% | $4,647-63.9% |
| Admin fee / account holder | $500 | $1,046-52.2% | $2,829-82.3% | $430+16.1% |