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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $20,966 |
TRG ADVISORS, INC.2+ years Filed as: TRG ADVISORS Service code 50 · EIN 16-1533600 | Direct Payment | $6,981 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 26 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Advisory (Participants) | $5,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,830 | $63,924+26.4% | $108,582-25.6% | $55,167+46.5% |
| Participation rate | 67.1% | 74.3%-7.2pp | 79.6%-12.5pp | 69.0%-1.9pp |
| Annual return | 7.45% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,664 | $3,067-13.1% | $4,311-38.2% | $3,054-12.8% |
| Admin fee / account holder | $203 | $618-67.1% | $7,645-97.3% | $504-59.7% |