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| Provider | Service type | Compensation |
|---|---|---|
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $5,722 |
NILES LANKFORD GROUP, INC.1+ years Filed as: NILES LANKFORD GROUP, INC Service code 13 · EIN 35-1580587 | Contract Administrator | $5,155 |
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $5,114 |
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 | $40,240 | $53,412-24.7% | $68,509-41.3% | $52,331-23.1% |
| Participation rate | 34.7% | 71.7%-36.9pp | 74.7%-40.0pp | 68.1%-33.4pp |
| Annual return | -1.86% | 3.42%-5.3pp | 8.27%-10.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $546 | $1,607-66.0% | $2,278-76.0% | $1,882-71.0% |
| Participant deferral / active EE | $941 | $2,688-65.0% | $3,382-72.2% | $3,022-68.9% |
| Admin fee / account holder | $307 | $461-33.5% | $5,275-94.2% | $592-48.2% |