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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES6+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $120,782 |
BENEFIT PROFESSIONALS, INC.6+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $69,660 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $65,949 |
Filed as: CLARKE LANZEN SKALLA INVESTEMENT Service code 28 · EIN 13-4109249 | Investment Management | $26,792 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,407 | $39,948-3.9% | $89,435-57.1% | $73,412-47.7% |
| Participation rate | 47.4% | 50.4%-3.0pp | 68.0%-20.6pp | 72.2%-24.8pp |
| Annual return | 12.21% | 50.12%-37.9pp | 245.55%-233.3pp | 59.30%-47.1pp |
| Employer contribution / active EE | $1,038 | $1,200-13.5% | $2,587-59.9% | $2,234-53.5% |
| Participant deferral / active EE | $2,620 | $2,193+19.5% | $3,890-32.7% | $3,806-31.2% |
| Admin fee / account holder | $452 | $134+236.9% | $4,884-90.7% | $158+186.4% |