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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $31,764 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $154,815 | $75,183+105.9% | $123,894+25.0% | $55,167+180.6% |
| Participation rate | 94.9% | 72.8%+22.0pp | 81.4%+13.4pp | 69.0%+25.9pp |
| Annual return | 9.84% | 19.01%-9.2pp | 47.52%-37.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $5,023 | $2,823+77.9% | $4,617+8.8% | $1,963+156.0% |
| Participant deferral / active EE | $7,350 | $5,084+44.5% | $5,984+22.8% | $3,054+140.6% |
| Admin fee / account holder | $206 | $663-68.9% | $8,357-97.5% | $504-59.1% |