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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: AUSTIN FINANCIAL PARTNERS Service code 27 8911 N. CAPITAL OF TEXAS HWY #3110 · AUSTIN, TX 78759 | Advisory (Plan) | $16,073 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Direct payment fro... | $10,530 |
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).
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 | $36,612 | $75,183-51.3% | $123,894-70.4% | $55,167-33.6% |
| Participation rate | 62.9% | 72.8%-9.9pp | 81.4%-18.5pp | 69.0%-6.1pp |
| Annual return | 18.47% | 19.01%-0.5pp | 47.52%-29.0pp | 169.23%-150.8pp |
| Employer contribution / active EE | $2,806 | $2,823-0.6% | $4,617-39.2% | $1,963+43.0% |
| Participant deferral / active EE | $4,788 | $5,084-5.8% | $5,984-20.0% | $3,054+56.8% |
| Admin fee / account holder | $197 | $663-70.2% | $8,357-97.6% | $504-60.9% |