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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $32,244 |
BAIRD FUNDS5 years Filed as: ROBERT FARRAGHER Service code 27 1600 PENNSYLVANIA AVE · MCDONOUGH, GA 30253 | Advisory (Plan) | $29,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,516 | $101,591+18.6% | $147,096-18.1% | $74,429+61.9% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.4pp | 67.2%+16.3pp |
| Annual return | 14.89% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,155 | $7,302-29.4% | $8,071-36.1% | $4,348+18.6% |
| Admin fee / account holder | $496 | $1,750-71.7% | $13,005-96.2% | $1,944-74.5% |