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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-0608612 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Participants) | $45,642 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $37,700 |
SARATOGA RESEARCH & INVESTMENT6+ years Service code 33 14471 BIG BASIN WAY · SARATOGA, CA 95070 | Securities brokerage | $27,608 |
MARYLAND CAPITAL ADVISORS6+ years Service code 33 CHESTER PLAZA · CHESTER, MD 21619 | Securities brokerage | $14,253 |
THE SHADDEN GROUP6+ years Service code 33 6700 E. PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Securities brokerage | $11,917 |
ABBATE, JUNE & ASSOCIATES3 years Service code 33 100 SPECTRUN CENTER DRIVE 1100 · IRVINE, CA 92618 | Securities brokerage | $11,458 |
LUTZ FINANCIAL6+ years Service code 33 13616 CALIFORNIA STREET, SUITE 200 · OMAHA, NE 68154 | Securities brokerage | $7,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,152 | $98,750+195.9% | $149,696+95.2% | $79,858+265.8% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.3pp | 69.6%+22.1pp |
| Annual return | 7.91% | 27.43%-19.5pp | 276.60%-268.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $13,738 | $3,216+327.1% | $4,644+195.8% | $2,471+456.0% |
| Participant deferral / active EE | $7,817 | $5,680+37.6% | $6,842+14.3% | $3,740+109.0% |
| Admin fee / account holder | $1,346 | $6,053-77.8% | $9,309-85.5% | $5,306-74.6% |