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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,498 |
FREEGULLIVER, LLC2 years Service code 22 · EIN 72-1498534 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Insurance Broker | $17,042 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1396122 2400 VETERANS BLVD, STE 310 · KENNER, LA 70062 | Recordkeeping | $3,504 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $1,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $9,349 | $70,083-86.7% | $59,887-84.4% | $55,725-83.2% |
| Participation rate | 52.8% | 78.4%-25.6pp | 74.7%-21.9pp | 70.9%-18.1pp |
| Annual return | -4.44% | 3.13%-7.6pp | 3.46%-7.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $923 | $2,878-67.9% | $2,722-66.1% | $2,078-55.6% |
| Participant deferral / active EE | $1,475 | $3,079-52.1% | $3,402-56.7% | $3,356-56.1% |
| Admin fee / account holder | $99 | $70+40.7% | $3,591-97.2% | $115-14.1% |