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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 84-1543746 | Pension Consulting | $14,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,836 | $75,183-49.7% | $123,894-69.5% | $55,167-31.4% |
| Participation rate | 63.9% | 72.8%-9.0pp | 81.4%-17.5pp | 69.0%-5.1pp |
| Annual return | 8.55% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,388 | $2,823-15.4% | $4,617-48.3% | $1,963+21.7% |
| Participant deferral / active EE | $5,252 | $5,084+3.3% | $5,984-12.2% | $3,054+71.9% |
| Admin fee / account holder | $108 | $663-83.8% | $8,357-98.7% | $504-78.6% |