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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC4 years Service code 17 · EIN 36-1543746 | Pension Consulting | $9,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,689 | $86,655-68.0% | $119,622-76.9% | $66,938-58.6% |
| Participation rate | 36.2% | 75.6%-39.3pp | 79.3%-43.0pp | 69.8%-33.6pp |
| Annual return | 0.95% | -8.00%+9.0pp | -14.98%+15.9pp | 1.58%-0.6pp |
| Employer contribution / active EE | $1,824 | $2,536-28.1% | $4,232-56.9% | $2,545-28.3% |
| Participant deferral / active EE | $2,622 | $4,358-39.8% | $5,601-53.2% | $4,238-38.1% |
| Admin fee / account holder | $123 | $755-83.6% | $10,328-98.8% | $594-79.2% |