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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $38,792 |
D'ARCANGELO & CO., LLP1 year Service code 26 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $26,178 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT, LLC Service code 49 125 S 4TH STREET · NORFOLK, NE 68701 | Other Services | $10,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,664 | $105,210+114.5% | $159,487+41.5% | $85,851+162.9% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.2pp | 69.3%+25.8pp |
| Annual return | 16.35% | 45.08%-28.7pp | 263.71%-247.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $6,378 | $3,319+92.2% | $4,831+32.0% | $2,565+148.6% |
| Participant deferral / active EE | $8,151 | $5,946+37.1% | $7,354+10.8% | $3,952+106.2% |
| Admin fee / account holder | $634 | $6,934-90.9% | $10,804-94.1% | $6,261-89.9% |