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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC3 years Filed as: EPLAN ADVISORS LLC Service code 15 · EIN 36-4352674 4300 KITTREDGE ST SUITE 100 · DENVER, CO 80239 | Recordkeeping | $0 |
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 | $22,951 | $55,636-58.7% | $81,982-72.0% | $73,497-68.8% |
| Participation rate | 14.9% | 62.3%-47.4pp | 69.3%-54.3pp | 70.7%-55.8pp |
| Annual return | 14.32% | 19.07%-4.7pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $456 | $1,625-71.9% | $2,498-81.8% | $2,270-79.9% |
| Participant deferral / active EE | $561 | $2,762-79.7% | $3,722-84.9% | $3,740-85.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |