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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES7+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $138,454 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $57,423 |
BENEFIT PROFESSIONALS, INC.7+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $49,653 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPTITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $22,785 |
Filed as: CLARKE LANZEN SKALLA INVESTEMENT Service code 28 · EIN 13-4109249 | Investment Management | $6,892 |
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE - PASSIVE THROUGH TARG Service code 26 · EIN 26-2409128 | Advisory (Participants) | $6,155 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,300 | $41,647-5.6% | $96,161-59.1% | $86,813-54.7% |
| Participation rate | 41.4% | 50.3%-8.9pp | 68.4%-27.0pp | 72.3%-30.9pp |
| Annual return | 9.90% | 27.24%-17.3pp | 192.01%-182.1pp | 97.93%-88.0pp |
| Employer contribution / active EE | $1,032 | $1,328-22.3% | $2,798-63.1% | $2,406-57.1% |
| Participant deferral / active EE | $2,122 | $2,412-12.0% | $4,349-51.2% | $4,131-48.6% |
| Admin fee / account holder | $516 | $169+204.5% | $5,538-90.7% | $170+204.1% |