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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $31,061 |
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.
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 | $29,482 | $30,633-3.8% | $67,704-56.5% | $67,505-56.3% |
| Participation rate | 3.9% | 35.6%-31.7pp | 67.5%-63.6pp | 71.2%-67.3pp |
| Annual return | -0.99% | 9.81%-10.8pp | 25.41%-26.4pp | 6.52%-7.5pp |
| Employer contribution / active EE | $0 | $771-100.0% | $2,559-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $411 | $1,242-66.9% | $3,585-88.5% | $3,597-88.6% |
| Admin fee / account holder | $48 | $71-33.2% | $4,255-98.9% | $56-15.4% |