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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 46-1281375 110 SOUTH JEFFERSON RD. SUITE 204 · WHIPPANY, NJ 07981 | Recordkeeping | $39,159 |
GETTRY MARCUS CPA, P.C.3 years Filed as: GETTRY MARCUS, CPA, PC Service code 10 · EIN 13-3418879 | Accounting | $31,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $26,934 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $8,800 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,621 | $88,087-42.5% | $164,866-69.3% | $74,546-32.1% |
| Participation rate | 95.7% | 73.1%+22.7pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 8.81% | 17.27%-8.5pp | 69.97%-61.2pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $4,159 | $2,595+60.3% | $4,343-4.2% | $2,624+58.5% |
| Participant deferral / active EE | $721 | $4,499-84.0% | $6,033-88.0% | $4,347-83.4% |
| Admin fee / account holder | $534 | $2,232-76.1% | $12,689-95.8% | $1,944-72.5% |