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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $37,450 |
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 | $152,397 | $73,102+108.5% | $123,553+23.3% | $56,289+170.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.70% | 3.01%-8.7pp | 119.21%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,778 | $2,977+94.1% | $4,628+24.9% | $2,111+173.7% |
| Participant deferral / active EE | $8,248 | $5,423+52.1% | $6,426+28.4% | $3,350+146.2% |
| Admin fee / account holder | $273 | $554-50.7% | $9,284-97.1% | $521-47.6% |