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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES4+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $96,253 |
BENEFIT PROFESSIONALS, INC.4+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $66,236 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,232 |
Filed as: CLARKE LANZEN SKALLA INVESTEMENT Service code 28 · EIN 13-4109249 | Investment Management | $21,022 |
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 | $26,965 | $44,473-39.4% | $76,518-64.8% | $55,725-51.6% |
| Participation rate | 46.5% | 51.0%-4.5pp | 68.0%-21.5pp | 70.9%-24.4pp |
| Annual return | -4.79% | -2.01%-2.8pp | -0.27%-4.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $718 | $1,101-34.8% | $2,647-72.9% | $2,078-65.4% |
| Participant deferral / active EE | $1,663 | $1,988-16.3% | $3,836-56.7% | $3,356-50.4% |
| Admin fee / account holder | $427 | $134+218.1% | $4,849-91.2% | $115+270.4% |