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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $57,201 |
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 | $55,286 | $75,183-26.5% | $123,894-55.4% | $55,167+0.2% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.1pp |
| Annual return | 8.73% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,171 | $2,823-58.5% | $4,617-74.6% | $1,963-40.3% |
| Participant deferral / active EE | $5,536 | $5,084+8.9% | $5,984-7.5% | $3,054+81.3% |
| Admin fee / account holder | $289 | $663-56.4% | $8,357-96.5% | $504-42.7% |