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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,991 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BENCHMARK GROUP RIA SRVCS Service code 27 · EIN 27-2562160 | Advisory (Plan) | $8,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,305 | $46,732-65.1% | $156,551-89.6% | $55,167-70.4% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.0pp |
| Annual return | 5.97% | 17.72%-11.7pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $868 | $2,105-58.8% | $5,501-84.2% | $1,963-55.8% |
| Participant deferral / active EE | $1,780 | $2,204-19.3% | $4,871-63.5% | $3,054-41.7% |
| Admin fee / account holder | $230 | $418-45.0% | $13,028-98.2% | $504-54.3% |