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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETERSEN HASTINGS INVESTMENT MANAGE Service code 26 · EIN 91-1216229 | Advisory (Participants) | $19,347 |
RANDALL & HURLEY, INC.3+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $16,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,935 | $36,767+11.3% | $81,473-49.8% | $62,293-34.3% |
| Participation rate | 24.1% | 54.4%-30.3pp | 68.0%-43.9pp | 69.5%-45.4pp |
| Annual return | 14.23% | 173.80%-159.6pp | 38.78%-24.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $223 | $1,128-80.2% | $2,568-91.3% | $2,042-89.1% |
| Participant deferral / active EE | $730 | $2,111-65.4% | $3,537-79.4% | $3,169-77.0% |
| Admin fee / account holder | $570 | $797-28.5% | $4,561-87.5% | $479+18.9% |