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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES2+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $52,181 |
BENEFIT PROFESSIONALS, INC.2+ years Service code 17 · EIN 63-0913824 | Pension Consulting | $33,127 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $28,808 |
Filed as: CLARKE LANZEN SKALLA INVESTEMENT Service code 28 · EIN 13-4109249 | Investment Management | $16,094 |
ASTON CARTER INC2+ years Filed as: ASTON FUNDS Service code 15 | Recordkeeping | $1,035 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,750 | $30,599-6.0% | $74,577-61.4% | $57,658-50.1% |
| Participation rate | 40.8% | 49.1%-8.3pp | 68.1%-27.3pp | 70.2%-29.4pp |
| Annual return | 8.88% | 14.24%-5.4pp | 20.47%-11.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $453 | $1,000-54.7% | $2,525-82.1% | $1,974-77.0% |
| Participant deferral / active EE | $1,231 | $1,805-31.8% | $3,458-64.4% | $3,061-59.8% |
| Admin fee / account holder | $400 | $98+307.7% | $4,138-90.3% | $95+322.7% |