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| Provider | Service type | Compensation |
|---|---|---|
CLS INVESTMENTS1 year Filed as: CLS INVESTMENT FIRM LLC Service code 26 4020 S 147TH STREET · OMAHA, NE 68137 | Advisory (Participants) | $10,369 |
Service code 28 · EIN 32-0169227 | Investment Management | $9,949 |
Filed as: NILES LANFORD GROUP,INC Service code 13 · EIN 35-1580587 | Contract Administrator | $9,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,400 | $59,186-63.8% | $76,766-72.1% | $56,287-62.0% |
| Participation rate | 63.0% | 75.2%-12.2pp | 77.0%-14.0pp | 69.9%-6.9pp |
| Annual return | -9.80% | 6.62%-16.4pp | 2.43%-12.2pp | -9.96%+0.2pp |
| Employer contribution / active EE | $347 | $1,759-80.2% | $2,485-86.0% | $2,111-83.5% |
| Participant deferral / active EE | $2,097 | $3,255-35.6% | $3,851-45.6% | $3,350-37.4% |
| Admin fee / account holder | $324 | $489-33.8% | $6,675-95.1% | $521-37.8% |