Filed December 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 04-2677407 300 WEST EXCHANGE ST - SUITE 200 · PROVIDENCE, RI 02903 | Recordkeeping fees; Participant loan ... | $32,966 |
MAGIS FINANCIAL PARTNERS1 year Service code 26 · EIN 23-2388463 800 ENTERPRISE ROAD · HORSHAM, PA 19044 | Advisory (Participants) | $25,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,430 | $37,213+22.1% | $156,551-71.0% | $63,975-29.0% |
| Participation rate | 32.2% | 65.0%-32.8pp | 84.0%-51.8pp | 71.1%-39.0pp |
| Annual return | 5.89% | 47.89%-42.0pp | 32.23%-26.3pp | 48.65%-42.8pp |
| Employer contribution / active EE | $368 | $1,357-72.9% | $5,501-93.3% | $2,182-83.1% |
| Participant deferral / active EE | $1,881 | $2,070-9.1% | $4,871-61.4% | $3,356-44.0% |
| Admin fee / account holder | $133 | $56+135.8% | $13,028-99.0% | $70+88.5% |