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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,386 |
Service code 27 · EIN 86-0931560 | Advisory (Plan) | $15,447 |
Filed as: NILES LANKFORD GROUP Service code 12 · EIN 35-1580587 | Direct payment from the plan; Contrac... | $9,047 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $92,115 | $63,346+45.4% | $92,240-0.1% | $70,126+31.4% |
| Participation rate | 74.7% | 68.7%+6.1pp | 76.5%-1.7pp | 69.5%+5.2pp |
| Annual return | 11.62% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $445 | $3,841-88.4% | $5,194-91.4% | $4,645-90.4% |