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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETERSEN HASTINGS INVESTMENT MANAGE Service code 26 · EIN 91-1216229 | Advisory (Participants) | $20,193 |
RANDALL & HURLEY, INC.4+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $18,240 |
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.)
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 | $36,773 | $44,473-17.3% | $76,518-51.9% | $55,725-34.0% |
| Participation rate | 21.9% | 51.0%-29.1pp | 68.0%-46.1pp | 70.9%-48.9pp |
| Annual return | -9.28% | -2.01%-7.3pp | -0.27%-9.0pp | 244.93%-254.2pp |
| Employer contribution / active EE | $199 | $1,101-81.9% | $2,647-92.5% | $2,078-90.4% |
| Participant deferral / active EE | $665 | $1,988-66.5% | $3,836-82.7% | $3,356-80.2% |
| Admin fee / account holder | $618 | $134+360.4% | $4,849-87.3% | $115+436.1% |