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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC4 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,289 | $60,788-69.9% | $85,709-78.7% | $79,391-77.0% |
| Participation rate | 15.9% | 62.1%-46.2pp | 69.9%-54.0pp | 70.7%-54.8pp |
| Annual return | 14.79% | 16.57%-1.8pp | 21.49%-6.7pp | 116.88%-102.1pp |
| Employer contribution / active EE | $525 | $1,664-68.4% | $2,619-79.9% | $2,428-78.4% |
| Participant deferral / active EE | $538 | $2,920-81.6% | $3,924-86.3% | $4,046-86.7% |
| Admin fee / account holder | $0 | $439-100.0% | $6,876-100.0% | $627-100.0% |