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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETERSEN HASTINGS INVESTMENT MANAGE Service code 28 · EIN 91-1216229 | Investment Management | $38,149 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,664 | $73,102-53.9% | $123,549-72.8% | $56,287-40.2% |
| Participation rate | 42.6% | 74.3%-31.7pp | 82.3%-39.7pp | 69.9%-27.2pp |
| Annual return | -2.29% | 3.01%-5.3pp | 119.20%-121.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,034 | $2,977-65.3% | $4,628-77.6% | $2,111-51.0% |
| Participant deferral / active EE | $2,413 | $5,423-55.5% | $6,426-62.5% | $3,350-28.0% |
| Admin fee / account holder | $334 | $554-39.7% | $9,284-96.4% | $521-35.9% |