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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $9,500 |
CLS INVESTMENTS3+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,192 |
NILES LANKFORD GROUP, INC.3+ years Filed as: NILES LANKFORD GROUP, INC Service code 13 · EIN 35-1580587 | Contract Administrator | $7,008 |
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.)
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 | $44,683 | $63,314-29.4% | $91,004-50.9% | $62,293-28.3% |
| Participation rate | 42.4% | 73.3%-30.9pp | 75.6%-33.2pp | 69.5%-27.1pp |
| Annual return | 14.48% | 21.00%-6.5pp | 4.60%+9.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $611 | $1,807-66.2% | $2,456-75.1% | $2,042-70.1% |
| Participant deferral / active EE | $988 | $2,944-66.4% | $3,548-72.1% | $3,169-68.8% |
| Admin fee / account holder | $346 | $468-26.0% | $5,417-93.6% | $479-27.8% |