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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NESTEGGS RETIREMENT PLAN SERVICES, Service code 12 · EIN 59-3664112 4745 SUTTON PARK CT, STE 202 · JACKSONVILLE, FL 32224 | Recordkeeping and information managem... | $40,538 |
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR & DREW PC Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK #102 · BRAINTREE, MA 02184 | Accounting | $9,250 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,650 | $39,245+18.9% | $64,105-27.2% | $52,331-10.9% |
| Participation rate | 48.5% | 58.2%-9.7pp | 68.2%-19.7pp | 68.1%-19.6pp |
| Annual return | -5.80% | 14.79%-20.6pp | 791.24%-797.0pp | 4.54%-10.3pp |
| Employer contribution / active EE | $303 | $736-58.9% | $1,820-83.4% | $1,882-83.9% |
| Participant deferral / active EE | $2,231 | $1,992+12.0% | $2,822-20.9% | $3,022-26.2% |
| Admin fee / account holder | $591 | $592-0.2% | $4,499-86.9% | $592-0.1% |