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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $80,785 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,910 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,243 | $91,407+17.3% | $135,903-21.1% | $71,457+50.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 81.9%-6.9pp | 67.9%+7.1pp |
| Annual return | 10.86% | 29.90%-19.0pp | 68.23%-57.4pp | 28.85%-18.0pp |
| Employer contribution / active EE | $749 | $3,703-79.8% | $4,856-84.6% | $2,588-71.1% |
| Participant deferral / active EE | $5,733 | $7,092-19.2% | $7,758-26.1% | $4,289+33.7% |
| Admin fee / account holder | $408 | $1,266-67.8% | $10,762-96.2% | $1,587-74.3% |