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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 84-1543746 | Pension Consulting | $7,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,355 | $45,050+18.4% | $63,018-15.3% | $70,126-23.9% |
| Participation rate | 38.1% | 69.5%-31.4pp | 74.8%-36.7pp | 69.5%-31.4pp |
| Annual return | 11.90% | 18.76%-6.9pp | 87.62%-75.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,091 | $2,052-46.8% | $2,761-60.5% | $2,343-53.4% |
| Participant deferral / active EE | $2,023 | $2,466-17.9% | $3,330-39.2% | $3,332-39.3% |
| Admin fee / account holder | $357 | $2,834-87.4% | $3,601-90.1% | $4,645-92.3% |