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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,054 |
PATHWAYS FINANCIAL PARTNERS2 years Service code 27 · EIN 86-0931560 | Advisory (Plan) | $22,632 |
NILES LANKFORD GROUP, INC.2 years Filed as: NILES LANKFORD GROUP Service code 13 · EIN 35-1580587 | Contract Administrator | $7,625 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $7,212 |
Filed as: NILES LANKFORT GROUP INC Service code 13 | Contract Administrator | $3,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,078 | $57,352+29.2% | $83,831-11.6% | $64,173+15.4% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -4.98% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $591 | $4,046-85.4% | $5,479-89.2% | $4,887-87.9% |