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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-0223230 | Bank Trustee | $55,227 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $4,391 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,462 | $37,117-71.8% | $147,617-92.9% | $55,191-81.0% |
| Participation rate | 72.9% | 63.6%+9.3pp | 84.6%-11.8pp | 69.2%+3.7pp |
| Annual return | -2.06% | 3.44%-5.5pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $253 | $1,620-84.4% | $5,564-95.4% | $1,899-86.7% |
| Participant deferral / active EE | $1,454 | $1,985-26.8% | $4,895-70.3% | $3,046-52.3% |
| Admin fee / account holder | $84 | $86-2.1% | $11,612-99.3% | $91-7.8% |