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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $8,995 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 17 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Pension Consulting | $8,413 |
CHIAMPOU TRAVIS BESAW & KERSHNER6+ years Filed as: CHAMPIOU TRAVIS BESAW & KERSHNER LL Service code 10 · EIN 16-1468002 | Accounting | $8,200 |
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).
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 | $21,195 | $55,636-61.9% | $81,982-74.1% | $73,497-71.2% |
| Participation rate | 53.5% | 62.3%-8.8pp | 69.3%-15.8pp | 70.7%-17.2pp |
| Annual return | 17.23% | 19.07%-1.8pp | 41.31%-24.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $451 | $1,625-72.3% | $2,498-82.0% | $2,270-80.1% |
| Participant deferral / active EE | $1,019 | $2,762-63.1% | $3,722-72.6% | $3,740-72.7% |
| Admin fee / account holder | $235 | $493-52.3% | $5,665-95.9% | $513-54.2% |