Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $0 |
TRG ADVISORS, INC.4+ years Filed as: TRG ADVISORS Service code 50 · EIN 16-1533600 | Direct Payment | $0 |
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 | $87,200 | $66,302+31.5% | $110,243-20.9% | $56,289+54.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 79.8%-17.3pp | 69.9%-7.4pp |
| Annual return | -3.60% | -1.18%-2.4pp | 314.76%-318.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,615 | $3,381-22.7% | $4,672-44.0% | $3,350-22.0% |
| Admin fee / account holder | $222 | $698-68.2% | $8,548-97.4% | $521-57.4% |