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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $29,770 |
401K GENERATION1 year Service code 61 195 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Finders' fees / placement fees | $15,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,355 | $75,183+24.2% | $123,894-24.6% | $55,167+69.2% |
| Participation rate | 45.1% | 72.8%-27.7pp | 81.4%-36.3pp | 69.0%-23.9pp |
| Annual return | 7.65% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,441 | $5,084-32.3% | $5,984-42.5% | $3,054+12.7% |
| Admin fee / account holder | $672 | $663+1.4% | $8,357-92.0% | $504+33.3% |