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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 | $9,888 |
Filed as: LANDMARK WEALTH MANAGEMENT Service code 26 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Advisory (Participants) | $9,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,569 | $31,424-28.2% | $81,473-72.3% | $69,631-67.6% |
| Participation rate | 19.3% | 50.8%-31.5pp | 68.0%-48.6pp | 70.7%-51.4pp |
| Annual return | 14.31% | 22.44%-8.1pp | 38.78%-24.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $303 | $1,029-70.6% | $2,568-88.2% | $2,032-85.1% |
| Participant deferral / active EE | $540 | $1,838-70.6% | $3,537-84.7% | $3,224-83.2% |
| Admin fee / account holder | $177 | $103+72.1% | $4,561-96.1% | $110+59.8% |