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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $7,451 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,911 | $80,753-69.2% | $136,298-81.7% | $62,293-60.0% |
| Participation rate | 51.4% | 73.5%-22.1pp | 81.9%-30.5pp | 69.5%-18.1pp |
| Annual return | 20.30% | 35.83%-15.5pp | 5156.27%-5136.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,006 | $2,884-65.1% | $4,696-78.6% | $2,042-50.8% |
| Participant deferral / active EE | $1,714 | $5,164-66.8% | $6,247-72.6% | $3,169-45.9% |
| Admin fee / account holder | $152 | $525-71.1% | $9,244-98.4% | $479-68.4% |