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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P&A RETIRMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $8,716 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,535 | $45,152-61.2% | $73,836-76.3% | $59,633-70.6% |
| Participation rate | 94.6% | 64.0%+30.5pp | 73.4%+21.1pp | 68.7%+25.9pp |
| Annual return | -0.05% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,359 | $1,901-28.5% | $2,787-51.3% | $2,203-38.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $79 | $3,515-97.7% | $4,882-98.4% | $4,297-98.2% |