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| Provider | Service type | Compensation |
|---|---|---|
EPLANS SERVICES3 years Service code 17 · EIN 36-1543746 | Pension Consulting | $18,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,097 | $54,193-70.3% | $93,606-82.8% | $77,643-79.3% |
| Participation rate | 47.7% | 63.9%-16.2pp | 68.7%-21.0pp | 70.6%-22.9pp |
| Annual return | 20.34% | 30.54%-10.2pp | 133.20%-112.9pp | 31.24%-10.9pp |
| Employer contribution / active EE | $17 | $1,168-98.5% | $2,420-99.3% | $2,726-99.4% |
| Participant deferral / active EE | $2,832 | $3,144-9.9% | $4,411-35.8% | $4,647-39.1% |
| Admin fee / account holder | $53 | $576-90.8% | $8,285-99.4% | $430-87.7% |