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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $25,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,690 | $31,994-4.1% | $74,577-58.8% | $65,292-53.0% |
| Participation rate | 3.6% | 38.6%-35.0pp | 68.1%-64.5pp | 72.4%-68.8pp |
| Annual return | 8.74% | 18.54%-9.8pp | 20.47%-11.7pp | 11.84%-3.1pp |
| Employer contribution / active EE | $0 | $793-100.0% | $2,525-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $381 | $1,345-71.7% | $3,458-89.0% | $3,579-89.4% |
| Admin fee / account holder | $38 | $74-49.4% | $4,138-99.1% | $57-34.6% |