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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: EPLAN ADVISORS LLC Service code 15 · EIN 36-4352674 4300 KITTREDGE ST SUITE 100 · DENVER, CO 80239 | Recordkeeping | $1,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,294 | $42,396-59.2% | $67,313-74.3% | $56,289-69.3% |
| Participation rate | 10.8% | 61.0%-50.2pp | 69.1%-58.3pp | 69.9%-59.1pp |
| Annual return | 55.83% | -36.63%+92.5pp | -4.08%+59.9pp | -9.96%+65.8pp |
| Employer contribution / active EE | $389 | $1,414-72.5% | $2,566-84.8% | $2,111-81.6% |
| Participant deferral / active EE | $469 | $2,360-80.1% | $3,568-86.9% | $3,350-86.0% |
| Admin fee / account holder | $11 | $510-97.8% | $4,507-99.8% | $521-97.9% |