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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BENCHMARK GROUP RIA SRVCS Service code 27 · EIN 27-2562160 | Advisory (Plan) | $12,291 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,450 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,261 | $55,453-58.1% | $170,436-86.4% | $62,293-62.7% |
| Participation rate | 48.8% | 66.4%-17.6pp | 83.6%-34.8pp | 69.5%-20.7pp |
| Annual return | 13.20% | 21.38%-8.2pp | 205.94%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $946 | $2,164-56.3% | $5,433-82.6% | $2,042-53.7% |
| Participant deferral / active EE | $1,821 | $2,303-20.9% | $4,939-63.1% | $3,169-42.5% |
| Admin fee / account holder | $258 | $455-43.3% | $13,880-98.1% | $479-46.2% |