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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,454 |
FREEGULLIVER, LLC1 year Service code 22 · EIN 72-1498534 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Insurance Broker | $6,444 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $3,984 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1396122 2400 VETERANS BLVD, STE 310 · KENNER, LA 70062 | Recordkeeping | $684 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,892 | $74,552-88.1% | $63,018-85.9% | $69,631-87.2% |
| Participation rate | 53.2% | 78.3%-25.1pp | 74.8%-21.6pp | 70.7%-17.5pp |
| Annual return | 35.73% | 15.77%+20.0pp | 87.62%-51.9pp | 27571.02%-27535.3pp |
| Employer contribution / active EE | $816 | $2,929-72.1% | $2,761-70.4% | $2,032-59.8% |
| Participant deferral / active EE | $1,153 | $2,974-61.2% | $3,330-65.4% | $3,224-64.2% |
| Admin fee / account holder | $131 | $59+120.7% | $3,601-96.4% | $110+18.8% |