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| Provider | Service type | Compensation |
|---|---|---|
EPLANS SERVICES1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $7,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,946 | $42,353-74.2% | $79,550-86.2% | $64,808-83.1% |
| Participation rate | 31.1% | 64.8%-33.7pp | 69.5%-38.4pp | 71.5%-40.4pp |
| Annual return | -24.69% | -12.24%-12.4pp | 0.16%-24.9pp | 32.82%-57.5pp |
| Employer contribution / active EE | $738 | $1,181-37.5% | $2,413-69.4% | $2,506-70.6% |
| Participant deferral / active EE | $1,410 | $3,170-55.5% | $3,985-64.6% | $4,310-67.3% |
| Admin fee / account holder | $56 | $160-64.9% | $6,832-99.2% | $188-70.2% |