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| Provider | Service type | Compensation |
|---|---|---|
LANDMARK EQUITY ADVISORS LLC4 years Filed as: LANDMARK WEALTH MANAGEMENT Service code 26 2410 N FOREST RD SUTE 101 · GETZVILLE, NY 14068 | Advisory (Participants) | $15,232 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 13 · EIN 16-1533601 | Contract Administrator | $14,189 |
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).
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 | $31,686 | $39,948-20.7% | $89,400-64.6% | $73,412-56.8% |
| Participation rate | 15.4% | 50.4%-35.0pp | 68.0%-52.6pp | 72.2%-56.8pp |
| Annual return | 12.74% | 50.12%-37.4pp | 245.64%-232.9pp | 59.30%-46.6pp |
| Employer contribution / active EE | $322 | $1,200-73.2% | $2,586-87.6% | $2,234-85.6% |
| Participant deferral / active EE | $563 | $2,193-74.3% | $3,890-85.5% | $3,806-85.2% |
| Admin fee / account holder | $228 | $134+69.9% | $4,882-95.3% | $158+44.4% |