Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,672+18.5% | $147,117-18.1% | $74,478+61.8% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.4pp | 67.2%+16.3pp |
| Annual return | 14.89% | 8757.83%-8742.9pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,155 | $7,305-29.4% | $8,065-36.1% | $4,350+18.5% |
| Admin fee / account holder | $496 | $1,753-71.7% | $12,993-96.2% | $1,946-74.5% |