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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETERSEN HASTINGS INVESTMENT MANAGE Service code 28 · EIN 91-1216229 | Investment Management | $44,862 |
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 | $23,596 | $80,753-70.8% | $136,298-82.7% | $62,293-62.1% |
| Participation rate | 44.0% | 73.5%-29.6pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 13.91% | 35.83%-21.9pp | 5156.27%-5142.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,316 | $2,884-19.7% | $4,696-50.7% | $2,042+13.4% |
| Participant deferral / active EE | $3,652 | $5,164-29.3% | $6,247-41.5% | $3,169+15.2% |
| Admin fee / account holder | $219 | $525-58.3% | $9,244-97.6% | $479-54.3% |