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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $13,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $88,137-61.9% | $164,975-79.6% | $74,429-54.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.62% | 17.13%-3.5pp | 70.12%-56.5pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,216 | $2,597-14.7% | $4,343-49.0% | $2,625-15.6% |
| Participant deferral / active EE | $3,142 | $4,501-30.2% | $6,033-47.9% | $4,348-27.8% |
| Admin fee / account holder | $109 | $2,231-95.1% | $12,688-99.1% | $1,944-94.4% |