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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RYAN A MUMY, CFP Service code 27 100 E. SIX FORKS RD, STE 200 · RALEIGH, NC 27609 | Advisory (Plan) | $6,941 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 84-1543749 | Pension Consulting | $2,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $27,200 | $43,423-37.4% | $78,675-65.4% | $55,167-50.7% |
| Participation rate | 17.6% | 68.0%-50.4pp | 73.6%-56.0pp | 69.0%-51.4pp |
| Annual return | 6.23% | 11.53%-5.3pp | 62.19%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $331 | $1,997-83.4% | $2,850-88.4% | $1,963-83.2% |
| Participant deferral / active EE | $479 | $2,509-80.9% | $3,517-86.4% | $3,054-84.3% |
| Admin fee / account holder | $319 | $416-23.3% | $4,510-92.9% | $504-36.6% |