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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: EPLAN ADVISORS LLC Service code 27 · EIN 36-1543746 | Advisory (Plan) | $7,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,213 | $66,302-65.0% | $110,243-78.9% | $56,289-58.8% |
| Participation rate | 25.7% | 74.9%-49.2pp | 79.8%-54.1pp | 69.9%-44.2pp |
| Annual return | -9.33% | -1.18%-8.2pp | 314.76%-324.1pp | -9.96%+0.6pp |
| Employer contribution / active EE | $1,389 | $2,047-32.2% | $3,827-63.7% | $2,111-34.2% |
| Participant deferral / active EE | $2,124 | $3,381-37.2% | $4,672-54.5% | $3,350-36.6% |
| Admin fee / account holder | $145 | $698-79.2% | $8,548-98.3% | $521-72.1% |