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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $36,220 |
D'ARCANGELO & CO., LLP3 years Service code 26 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Advisory (Participants) | $25,111 |
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT, LLC Service code 49 125 S 4TH STREET · NORFOLK, NE 68701 | Other Services | $10,044 |
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 | $237,571 | $93,617+153.8% | $135,982+74.7% | $75,177+216.0% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 14.40% | 30.89%-16.5pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $6,280 | $3,538+77.5% | $4,859+29.2% | $2,671+135.1% |
| Participant deferral / active EE | $8,561 | $6,406+33.6% | $7,760+10.3% | $4,126+107.5% |
| Admin fee / account holder | $606 | $6,980-91.3% | $10,767-94.4% | $5,651-89.3% |