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| Provider | Service type | Compensation |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS1+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 15 · EIN 33-0804608 | Recordkeeping | $40,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $31,894 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $96,396 | $113,941-15.4% | $94,229+2.3% | $125,389-23.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.13% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $38,997 | $4,727+724.9% | $3,587+987.2% | $4,866+701.4% |
| Participant deferral / active EE | $64,601 | $5,179+1147.4% | $4,320+1395.3% | $5,352+1107.1% |
| Admin fee / account holder | $1,183 | $8,392-85.9% | $6,269-81.1% | $9,541-87.6% |