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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: P&A RETIRMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $10,533 |
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 | $20,721 | $53,128-61.0% | $86,582-76.1% | $70,126-70.5% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 17.15% | 27.66%-10.5pp | 965.08%-947.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,330 | $2,068-35.7% | $2,839-53.2% | $2,343-43.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $84 | $3,584-97.6% | $4,904-98.3% | $4,645-98.2% |