Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,097 | $54,245-70.3% | $93,727-82.8% | $77,762-79.3% |
| Participation rate | 47.7% | 63.9%-16.2pp | 68.7%-21.0pp | 70.6%-22.9pp |
| Annual return | 20.34% | 30.58%-10.2pp | 133.83%-113.5pp | 31.27%-10.9pp |
| Employer contribution / active EE | $17 | $1,168-98.5% | $2,421-99.3% | $2,728-99.4% |
| Participant deferral / active EE | $2,832 | $3,144-9.9% | $4,417-35.9% | $4,651-39.1% |
| Admin fee / account holder | $53 | $575-90.8% | $8,292-99.4% | $433-87.8% |