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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $34,971 |
RH BUCHANAN3 years Filed as: RH BUCHANAN & CO Service code 27 · EIN 46-2015744 | Advisory (Plan) | $14,818 |
CHARLES SCHWAB & CO., INC.4+ 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 | $5,729 | $23,224-75.3% | $71,086-91.9% | $55,725-89.7% |
| Participation rate | 64.0% | 37.9%+26.1pp | 54.7%+9.3pp | 70.9%-6.9pp |
| Annual return | 5.39% | -2.87%+8.3pp | 650.59%-645.2pp | 244.93%-239.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,399 | $929+50.6% | $1,874-25.4% | $3,356-58.3% |
| Admin fee / account holder | $108 | $118-8.2% | $3,082-96.5% | $115-6.0% |