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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $41,809 |
D'ARCANGELO & CO., LLP4 years Service code 26 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $40,319 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,265 | $102,382+120.0% | $147,005+53.2% | $80,874+178.5% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.6pp | 67.6%+27.2pp |
| Annual return | 10.78% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $4,787 | $3,715+28.9% | $4,934-3.0% | $2,756+73.7% |
| Participant deferral / active EE | $6,633 | $6,646-0.2% | $8,070-17.8% | $4,297+54.4% |
| Admin fee / account holder | $609 | $7,942-92.3% | $13,006-95.3% | $6,935-91.2% |