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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 84-1543746 | Pension Consulting | $9,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,298 | $51,466-39.2% | $78,778-60.3% | $62,293-49.8% |
| Participation rate | 65.5% | 59.8%+5.7pp | 69.2%-3.7pp | 69.5%-4.0pp |
| Annual return | 18.90% | 19.96%-1.1pp | 35.62%-16.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,320 | $827+59.5% | $1,986-33.5% | $2,042-35.4% |
| Participant deferral / active EE | $2,287 | $2,147+6.5% | $2,958-22.7% | $3,169-27.8% |
| Admin fee / account holder | $113 | $489-77.0% | $5,134-97.8% | $479-76.5% |