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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $11,876 |
TRG ADVISORS, INC.1+ years Filed as: TRG ADVISORS Service code 50 · EIN 16-1533600 | Direct Payment | $7,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $78,538 | $57,108+37.5% | $94,229-16.7% | $52,331+50.1% |
| Participation rate | 67.1% | 72.9%-5.8pp | 78.8%-11.7pp | 68.1%-1.0pp |
| Annual return | -1.06% | 1.47%-2.5pp | 10.68%-11.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,559 | $3,040-15.8% | $4,320-40.8% | $3,022-15.3% |
| Admin fee / account holder | $197 | $546-63.9% | $6,269-96.9% | $592-66.7% |