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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ 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... | $46,198 |
O'CONNOR DAVIES, LLP3+ years Filed as: O'CONNOR & DREW PC Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK #102 · BRAINTREE, MA 02184 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $47,393 | $51,466-7.9% | $78,778-39.8% | $62,293-23.9% |
| Participation rate | 50.7% | 59.8%-9.1pp | 69.2%-18.5pp | 69.5%-18.8pp |
| Annual return | 15.77% | 19.96%-4.2pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,241 | $2,147+4.4% | $2,958-24.2% | $3,169-29.3% |
| Admin fee / account holder | $488 | $489-0.2% | $5,134-90.5% | $479+1.9% |