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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $34,859 |
D'ARCANGELO & CO., LLP2 years Service code 26 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $24,673 |
ASCENSUS LLC2 years Filed as: WEALTH MANAGEMENT, LLC Service code 49 125 S 4TH STREET · NORFOLK, NE 68701 | Other Services | $9,869 |
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 | $205,703 | $82,678+148.8% | $125,391+64.0% | $68,490+200.3% |
| Participation rate | 98.2% | 75.1%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -11.80% | -5.97%-5.8pp | 572.41%-584.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $6,947 | $3,382+105.4% | $4,816+44.3% | $2,597+167.5% |
| Participant deferral / active EE | $8,755 | $6,111+43.3% | $7,448+17.6% | $4,028+117.4% |
| Admin fee / account holder | $574 | $6,277-90.9% | $10,009-94.3% | $5,403-89.4% |