Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $9,158 |
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.
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 | $25,924 | $86,341-70.0% | $125,192-79.3% | $65,185-60.2% |
| Participation rate | 26.7% | 75.3%-48.6pp | 79.8%-53.1pp | 70.2%-43.5pp |
| Annual return | 23.92% | 27.44%-3.5pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,089 | $2,040-46.6% | $3,866-71.8% | $2,177-50.0% |
| Participant deferral / active EE | $1,557 | $3,538-56.0% | $4,937-68.5% | $3,514-55.7% |
| Admin fee / account holder | $154 | $609-74.8% | $9,704-98.4% | $847-81.8% |