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| Provider | Service type | Compensation |
|---|---|---|
BILL FEW ASSOCIATES, INC.1+ years Filed as: BILL MICHETTI Service code 61 555 E. LANCASTER AVENUE 4TH FLOOR · RADNOR, PA 19087 | Finders' fees / placement fees | $9,736 |
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $3,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,911 | $39,798-50.0% | $67,704-70.6% | $59,633-66.6% |
| Participation rate | 21.6% | 57.4%-35.7pp | 67.5%-45.9pp | 68.7%-47.0pp |
| Annual return | -2.78% | 89.94%-92.7pp | 25.41%-28.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $46 | $1,393-96.7% | $2,559-98.2% | $2,203-97.9% |
| Participant deferral / active EE | $1,943 | $2,335-16.8% | $3,585-45.8% | $3,192-39.1% |
| Admin fee / account holder | $332 | $3,212-89.6% | $4,255-92.2% | $4,297-92.3% |