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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $25,746 |
Filed as: PATTERSON MCKINLAY Service code 61 8055 E TUFTS AVE, SUITE 1230 · DENVER, CO 80237 | Finders' fees / placement fees | $18,126 |
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 | $42,959 | $48,576-11.6% | $169,452-74.6% | $56,287-23.7% |
| Participation rate | 44.7% | 65.8%-21.2pp | 77.8%-33.1pp | 69.9%-25.2pp |
| Annual return | -6.00% | -2.51%-3.5pp | 1.83%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,733 | $3,275-47.1% | $5,277-67.2% | $3,350-48.3% |
| Admin fee / account holder | $609 | $435+39.9% | $9,110-93.3% | $521+16.9% |