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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC2+ years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $13,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,093 | $56,503-76.8% | $69,884-81.3% | $64,819-79.8% |
| Participation rate | 39.1% | 70.5%-31.3pp | 70.5%-31.3pp | 71.5%-32.3pp |
| Annual return | 2.64% | -13.44%+16.1pp | 190.81%-188.2pp | 32.84%-30.2pp |
| Employer contribution / active EE | $1,063 | $2,046-48.1% | $2,560-58.5% | $2,507-57.6% |
| Participant deferral / active EE | $2,076 | $3,389-38.8% | $3,848-46.1% | $4,311-51.8% |
| Admin fee / account holder | $73 | $160-54.6% | $6,266-98.8% | $188-61.3% |