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| Provider | Service type | Compensation |
|---|---|---|
EPLANS SERVICES2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $20,671 |
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.
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 | $20,299 | $53,165-61.8% | $86,216-76.5% | $74,460-72.7% |
| Participation rate | 43.2% | 64.9%-21.6pp | 69.0%-25.7pp | 70.7%-27.5pp |
| Annual return | 28.41% | 22.64%+5.8pp | 1169.42%-1141.0pp | 34.38%-6.0pp |
| Employer contribution / active EE | $1,761 | $1,210+45.6% | $2,382-26.0% | $2,638-33.2% |
| Participant deferral / active EE | $2,940 | $3,234-9.1% | $3,986-26.2% | $4,530-35.1% |
| Admin fee / account holder | $88 | $551-84.0% | $6,853-98.7% | $348-74.6% |