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 SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $25,312 |
RH BUCHANAN2 years Filed as: RH BUCHANAN & CO Service code 27 · EIN 46-2015744 | Advisory (Plan) | $13,170 |
CHARLES SCHWAB & CO., INC.3+ 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.
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 | $3,541 | $28,416-87.5% | $73,550-95.2% | $69,631-94.9% |
| Participation rate | 63.3% | 38.3%+25.0pp | 54.9%+8.4pp | 70.7%-7.3pp |
| Annual return | 18.18% | -694.13%+712.3pp | -15.16%+33.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,144 | $897+27.5% | $1,804-36.6% | $3,224-64.5% |
| Admin fee / account holder | $59 | $104-43.6% | $2,320-97.5% | $110-46.7% |