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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES4+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,329 | $30,086-69.0% | $61,373-84.8% | $64,808-85.6% |
| Participation rate | 7.6% | 36.4%-28.8pp | 52.6%-45.0pp | 71.5%-63.9pp |
| Annual return | -22.64% | -13.99%-8.6pp | 338.61%-361.2pp | 32.82%-55.5pp |
| Employer contribution / active EE | $159 | $536-70.3% | $1,159-86.3% | $2,506-93.7% |
| Participant deferral / active EE | $320 | $1,126-71.5% | $2,125-84.9% | $4,310-92.6% |
| Admin fee / account holder | $120 | $148-19.3% | $2,130-94.4% | $188-36.3% |