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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,751 |
FREEGULLIVER, LLC4 years Service code 22 · EIN 72-1498534 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Insurance Broker | $38,946 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1396122 2400 VETERANS BLVD, STE 310 · KENNER, LA 70062 | Recordkeeping | $5,475 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $1,488 |
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 | $12,990 | $84,948-84.7% | $70,476-81.6% | $73,412-82.3% |
| Participation rate | 74.3% | 79.9%-5.6pp | 75.1%-0.7pp | 72.2%+2.2pp |
| Annual return | 18.93% | 13.39%+5.5pp | 109.12%-90.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,250 | $2,834-55.9% | $2,738-54.4% | $2,234-44.1% |
| Participant deferral / active EE | $2,221 | $3,387-34.4% | $3,710-40.1% | $3,806-41.7% |
| Admin fee / account holder | $103 | $98+4.9% | $3,847-97.3% | $158-34.8% |