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| Provider | Service type | Compensation |
|---|---|---|
BILL FEW ASSOCIATES, INC.2+ years Filed as: BILL MICHETTI Service code 61 555 E. LANCASTER AVENUE · RADNOR, PA 19087 | Finders' fees / placement fees | $8,595 |
EPLAN ADVISORS, LLC2+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $3,368 |
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.
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 | $19,894 | $43,075-53.8% | $74,577-73.3% | $62,881-68.4% |
| Participation rate | 16.3% | 58.1%-41.8pp | 68.1%-51.8pp | 69.3%-53.0pp |
| Annual return | 5.04% | 17.50%-12.5pp | 20.47%-15.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $48 | $1,498-96.8% | $2,525-98.1% | $2,281-97.9% |
| Participant deferral / active EE | $999 | $2,389-58.2% | $3,458-71.1% | $3,203-68.8% |
| Admin fee / account holder | $273 | $2,840-90.4% | $4,138-93.4% | $4,296-93.6% |