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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,307 | $44,059-88.0% | $71,671-92.6% | $69,631-92.4% |
| Participation rate | 43.2% | 60.8%-17.6pp | 68.7%-25.5pp | 70.7%-27.5pp |
| Annual return | 21.93% | 21.97%0pp | 20.65%+1.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $288 | $2,370-87.9% | $3,438-91.6% | $3,224-91.1% |
| Admin fee / account holder | $28 | $108-73.8% | $5,558-99.5% | $110-74.5% |