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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $76,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,059 | $60,165+54.7% | $74,184+25.4% | $55,167+68.7% |
| Participation rate | 77.9% | 74.2%+3.8pp | 76.6%+1.3pp | 69.0%+9.0pp |
| Annual return | 8.14% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,672 | $1,600+129.5% | $2,370+54.9% | $1,963+87.1% |
| Participant deferral / active EE | $2,950 | $2,973-0.8% | $3,550-16.9% | $3,054-3.4% |
| Admin fee / account holder | $665 | $419+58.6% | $5,586-88.1% | $504+32.0% |