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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MICHAEL B BLACKHAM Service code 61 3065 W 5400 S · SLC, UT 84129 | Finders' fees / placement fees | $11,461 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $8,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,017 | $52,961-67.9% | $172,755-90.1% | $65,185-73.9% |
| Participation rate | 69.8% | 66.2%+3.6pp | 82.6%-12.9pp | 70.2%-0.4pp |
| Annual return | 38.18% | 30.12%+8.1pp | 802.94%-764.8pp | 29.38%+8.8pp |
| Employer contribution / active EE | $1,795 | $2,190-18.0% | $5,144-65.1% | $2,177-17.5% |
| Participant deferral / active EE | $3,433 | $2,471+38.9% | $5,198-34.0% | $3,514-2.3% |
| Admin fee / account holder | $108 | $472-77.1% | $13,955-99.2% | $847-87.3% |