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| Provider | Service type | Compensation |
|---|---|---|
GENESEE VALLEY TRUST COMPANY1+ years Service code 21 · EIN 16-1453120 | Bank Trustee | $36,980 |
DEJOY KNAUF & BLOOD, LLP1+ years Service code 10 · EIN 16-1375790 | Accounting | $8,500 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,949 | $28,416+114.5% | $73,545-17.1% | $69,631-12.5% |
| Participation rate | 18.9% | 38.3%-19.4pp | 54.9%-36.0pp | 70.7%-51.7pp |
| Annual return | 15.16% | -694.13%+709.3pp | -15.16%+30.3pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $279 | $430-35.3% | $1,219-77.1% | $2,032-86.3% |
| Participant deferral / active EE | $929 | $897+3.6% | $1,806-48.5% | $3,224-71.2% |
| Admin fee / account holder | $428 | $104+309.8% | $2,320-81.6% | $110+287.2% |