Filed July 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $11,904 |
THE HASLAUER GROUP, INC.7 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,934 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,982 | $81,233-5.2% | $155,567-50.5% | $80,874-4.8% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 14.97% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $7,568 | $3,101+144.1% | $4,674+61.9% | $2,756+174.6% |
| Participant deferral / active EE | $8,734 | $3,452+153.0% | $5,628+55.2% | $4,297+103.3% |
| Admin fee / account holder | $65 | $7,998-99.2% | $15,916-99.6% | $6,935-99.1% |