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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 16-1438621 3415 ORCHARD PARK RD · ORCHARD PARK, NY 14127 | Investment Management | $17,903 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 26 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Advisory (Participants) | $5,599 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 1620 WESTGATE CIRCLE, SUITE 170 · BRENTWOOD, TN 37027 | Investment Mgmt Fees | $5,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $90,135 | $56,894+58.4% | $84,753+6.4% | $62,881+43.3% |
| Participation rate | 94.7% | 68.5%+26.2pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | 1.97% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $3,756 | $2,400+56.5% | $3,574+5.1% | $2,281+64.7% |
| Participant deferral / active EE | $6,698 | $2,709+147.2% | $3,712+80.5% | $3,203+109.1% |
| Admin fee / account holder | $319 | $3,581-91.1% | $5,333-94.0% | $4,296-92.6% |