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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $3,130 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $259 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $786 | $22,714-96.5% | $59,496-98.7% | $55,191-98.6% |
| Participation rate | 55.2% | 37.5%+17.8pp | 54.6%+0.7pp | 69.2%-13.9pp |
| Annual return | 0.00% | -44.01%+44.0pp | 182.05%-182.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $460 | $843-45.5% | $1,829-74.9% | $3,046-84.9% |
| Admin fee / account holder | $11 | $83-87.2% | $2,232-99.5% | $91-88.3% |