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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETERSEN HASTINGS INVESTMENT MANAGE Service code 26 · EIN 91-1216229 | Advisory (Participants) | $16,208 |
RANDALL & HURLEY, INC.1+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $12,378 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,479 | $31,109+23.7% | $67,704-43.2% | $52,331-26.5% |
| Participation rate | 27.3% | 54.0%-26.7pp | 67.5%-40.2pp | 68.1%-40.8pp |
| Annual return | -3.34% | 23.70%-27.0pp | 25.41%-28.8pp | 4.54%-7.9pp |
| Employer contribution / active EE | $720 | $1,076-33.1% | $2,559-71.9% | $1,882-61.8% |
| Participant deferral / active EE | $217 | $1,970-89.0% | $3,585-93.9% | $3,022-92.8% |
| Admin fee / account holder | $559 | $466+19.9% | $4,255-86.9% | $592-5.6% |