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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $49,368 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 55 1251 WATERFRONT PL SUITE 510 · PITTSBURGH, PA 152224228 | Other Commissions | $18,686 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 501 CORPORATE DRIVE SUITE 215 · CANONSBURG, PA 15317 | Contract Administrator | $13,452 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,818 | $80,177-52.8% | $123,894-69.5% | $57,658-34.4% |
| Participation rate | 23.3% | 74.4%-51.1pp | 81.4%-58.1pp | 70.2%-46.9pp |
| Annual return | 10.17% | 17.90%-7.7pp | 47.52%-37.3pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,554 | $5,130-50.2% | $5,984-57.3% | $3,061-16.5% |
| Admin fee / account holder | $323 | $106+204.1% | $8,357-96.1% | $95+242.0% |