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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $8,143 |
CHIAMPOU TRAVIS BESAW & KERSHNER5+ years Filed as: CHAMPIOU TRAVIS BESAW & KERSHNER LL Service code 10 · EIN 16-1468002 | Accounting | $7,850 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 17 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Pension Consulting | $7,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,534 | $47,922-59.2% | $75,900-74.3% | $65,186-70.0% |
| Participation rate | 53.1% | 63.0%-9.9pp | 69.3%-16.2pp | 70.2%-17.1pp |
| Annual return | 22.97% | 24.12%-1.1pp | 30.73%-7.8pp | 29.39%-6.4pp |
| Employer contribution / active EE | $406 | $1,557-73.9% | $2,501-83.8% | $2,177-81.4% |
| Participant deferral / active EE | $916 | $2,550-64.1% | $3,604-74.6% | $3,514-73.9% |
| Admin fee / account holder | $236 | $532-55.7% | $5,421-95.7% | $847-72.2% |