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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $14,661 |
TRG ADVISORS, INC.3+ years Filed as: TRG ADVISORS Service code 50 · EIN 16-1533600 | Direct Payment | $7,491 |
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 | $87,440 | $71,192+22.8% | $117,861-25.8% | $62,293+40.4% |
| Participation rate | 66.3% | 74.2%-8.0pp | 79.7%-13.4pp | 69.5%-3.3pp |
| Annual return | 12.39% | 18.66%-6.3pp | 335.11%-322.7pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,546 | $3,189-20.1% | $4,482-43.2% | $3,169-19.7% |
| Admin fee / account holder | $196 | $587-66.6% | $8,021-97.6% | $479-59.1% |