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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $34,032 |
RH BUCHANAN4 years Filed as: RH BUCHANAN & CO Service code 27 · EIN 46-2015744 | Advisory (Plan) | $33,512 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $7,612 | $25,302-69.9% | $74,719-89.8% | $67,579-88.7% |
| Participation rate | 71.9% | 37.8%+34.0pp | 54.5%+17.4pp | 71.3%+0.6pp |
| Annual return | 27.63% | 10291.17%-10263.5pp | 753.05%-725.4pp | 378.56%-350.9pp |
| Employer contribution / active EE | $299 | $446-33.1% | $1,084-72.5% | $2,148-86.1% |
| Participant deferral / active EE | $1,570 | $954+64.6% | $1,963-20.0% | $3,539-55.6% |
| Admin fee / account holder | $95 | $108-11.3% | $3,334-97.1% | $142-32.9% |