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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $37,801 |
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 | $192,599 | $98,776+95.0% | $149,745+28.6% | $79,856+141.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 5.68% | 27.38%-21.7pp | 276.72%-271.0pp | 31.71%-26.0pp |
| Employer contribution / active EE | $5,188 | $3,217+61.3% | $4,646+11.7% | $2,471+110.0% |
| Participant deferral / active EE | $6,768 | $5,681+19.1% | $6,843-1.1% | $3,741+80.9% |
| Admin fee / account holder | $316 | $6,053-94.8% | $9,312-96.6% | $5,306-94.0% |