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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $25,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,577 | $35,598+8.4% | $81,473-52.6% | $177,276-78.2% |
| Participation rate | 3.3% | 43.3%-40.0pp | 68.0%-64.7pp | 74.8%-71.6pp |
| Annual return | 18.30% | 22.81%-4.5pp | 38.78%-20.5pp | 21.25%-3.0pp |
| Employer contribution / active EE | $0 | $903-100.0% | $2,568-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $350 | $1,276-72.6% | $3,537-90.1% | $3,881-91.0% |
| Admin fee / account holder | $40 | $82-51.0% | $4,561-99.1% | $154-74.1% |