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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543746 | Pension Consulting | $8,560 |
ANDREW FAIR, ESQ.1+ years Filed as: ANDREW P CASTELLANO Service code 61 11501 WEST BROAD STREET · RICHMOND, VA 23233 | Finders' fees / placement fees | $7,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,492 | $42,546-18.9% | $71,796-52.0% | $55,167-37.5% |
| Participation rate | 21.8% | 59.1%-37.3pp | 69.1%-47.3pp | 69.0%-47.2pp |
| Annual return | 6.16% | 12.36%-6.2pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $374 | $2,064-81.9% | $2,794-86.6% | $3,054-87.7% |
| Admin fee / account holder | $291 | $650-55.3% | $4,815-94.0% | $504-42.3% |