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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC4 years Service code 17 · EIN 36-1543746 | Pension Consulting | $9,858 |
Filed as: LAWRENCE MARIN Service code 61 750 S NEW HOPE RD · GASTONIA, NC 20854 | Finders' fees / placement fees | $7,618 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,553 | $99,957-66.4% | $149,730-77.6% | $73,493-54.3% |
| Participation rate | 55.6% | 75.7%-20.1pp | 82.5%-26.9pp | 70.7%-15.1pp |
| Annual return | 17.70% | 53.87%-36.2pp | 276.70%-259.0pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,390 | $3,191-56.4% | $4,645-70.1% | $2,270-38.8% |
| Participant deferral / active EE | $2,514 | $6,073-58.6% | $6,843-63.3% | $3,740-32.8% |
| Admin fee / account holder | $202 | $551-63.3% | $9,310-97.8% | $513-60.6% |