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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ 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... | $42,457 |
O'CONNOR DAVIES, LLP2+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,525 | $42,546+2.3% | $71,796-39.4% | $55,167-21.1% |
| Participation rate | 49.6% | 59.1%-9.5pp | 69.1%-19.5pp | 69.0%-19.3pp |
| Annual return | 10.69% | 12.36%-1.7pp | 78.04%-67.3pp | 169.23%-158.5pp |
| Employer contribution / active EE | $249 | $803-69.0% | $1,924-87.1% | $1,963-87.3% |
| Participant deferral / active EE | $1,896 | $2,064-8.2% | $2,794-32.2% | $3,054-37.9% |
| Admin fee / account holder | $502 | $650-22.7% | $4,815-89.6% | $504-0.4% |