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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $5,885 |
Filed as: MESIROW FINANCIAL FIDUCIARY SERVICE Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,979 | $50,919-96.1% | $155,556-98.7% | $77,762-97.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.18% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $196 | $1,991-90.2% | $4,675-95.8% | $2,728-92.8% |
| Participant deferral / active EE | $791 | $2,824-72.0% | $5,631-86.0% | $4,651-83.0% |
| Admin fee / account holder | $17 | $437-96.0% | $15,885-99.9% | $433-96.0% |