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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 | $5,984 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,890 | $46,732-55.3% | $156,551-86.7% | $55,167-62.1% |
| Participation rate | 22.8% | 65.8%-43.0pp | 84.0%-61.2pp | 69.0%-46.2pp |
| Annual return | 6.85% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $48 | $2,105-97.7% | $5,501-99.1% | $1,963-97.5% |
| Participant deferral / active EE | $642 | $2,204-70.9% | $4,871-86.8% | $3,054-79.0% |
| Admin fee / account holder | $76 | $418-81.9% | $13,028-99.4% | $504-84.9% |