Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $18,870 |
RH BUCHANAN1 year Filed as: RH BUCHANAN & CO Service code 27 · EIN 46-2015744 | Advisory (Plan) | $8,158 |
CHARLES SCHWAB & CO., INC.2+ 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.
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 | $2,243 | $23,385-90.4% | $69,182-96.8% | $57,658-96.1% |
| Participation rate | 59.8% | 37.9%+21.9pp | 55.1%+4.7pp | 70.2%-10.4pp |
| Annual return | 22.46% | -659.34%+681.8pp | -21.93%+44.4pp | 5.13%+17.3pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,061 | $843+25.9% | $1,897-44.0% | $3,061-65.3% |
| Admin fee / account holder | $49 | $82-39.8% | $2,697-98.2% | $95-47.7% |