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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC3+ years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $12,849 |
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 | $16,337 | $69,823-76.6% | $76,872-78.7% | $74,460-78.1% |
| Participation rate | 43.2% | 70.0%-26.8pp | 69.6%-26.4pp | 70.7%-27.6pp |
| Annual return | 21.92% | 19.99%+1.9pp | 37.90%-16.0pp | 34.38%-12.5pp |
| Employer contribution / active EE | $1,359 | $2,148-36.7% | $2,533-46.4% | $2,638-48.5% |
| Participant deferral / active EE | $2,554 | $3,558-28.2% | $3,832-33.4% | $4,530-43.6% |
| Admin fee / account holder | $97 | $398-75.5% | $5,476-98.2% | $348-72.0% |