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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVCIES Service code 15 · EIN 16-1450952 | Recordkeeping | $46,828 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $37,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,890 | $83,884-8.3% | $64,056+20.0% | $74,419+3.3% |
| Participation rate | 51.6% | 76.6%-25.1pp | 72.3%-20.7pp | 70.7%-19.2pp |
| Annual return | 15.50% | 16.57%-1.1pp | 33.69%-18.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $961 | $3,084-68.8% | $2,747-65.0% | $2,637-63.6% |
| Participant deferral / active EE | $2,935 | $3,692-20.5% | $3,880-24.4% | $4,528-35.2% |
| Admin fee / account holder | $305 | $196+55.8% | $3,068-90.0% | $348-12.2% |