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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,221 | $46,173-80.0% | $170,435-94.6% | $69,631-86.8% |
| Participation rate | 38.3% | 63.9%-25.6pp | 83.6%-45.3pp | 70.7%-32.4pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $836 | $1,610-48.0% | $5,432-84.6% | $2,032-58.8% |
| Participant deferral / active EE | $1,254 | $2,080-39.7% | $4,939-74.6% | $3,224-61.1% |
| Admin fee / account holder | $1 | $116-99.5% | $13,881-100.0% | $110-99.5% |