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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES5+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $107,175 |
BENEFIT PROFESSIONALS, INC.5+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $58,081 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $52,058 |
Filed as: CLARKE LANZEN SKALLA INVESTEMENT Service code 28 · EIN 13-4109249 | Investment Management | $24,764 |
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 | $31,464 | $40,522-22.4% | $84,628-62.8% | $67,579-53.4% |
| Participation rate | 50.6% | 51.1%-0.5pp | 68.2%-17.6pp | 71.3%-20.7pp |
| Annual return | 19.61% | 32.72%-13.1pp | 258.80%-239.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $817 | $1,146-28.8% | $2,653-69.2% | $2,148-62.0% |
| Participant deferral / active EE | $1,861 | $2,132-12.7% | $3,900-52.3% | $3,539-47.4% |
| Admin fee / account holder | $384 | $145+164.3% | $4,914-92.2% | $142+169.9% |