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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $42,634 |
Service code 26 · EIN 47-0608612 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Participants) | $35,805 |
SARATOGA RESEARCH & INVESTMENT8+ years Service code 33 14471 BIG BASIN WAY · SARATOGA, CA 95070 | Securities brokerage | $33,982 |
MARYLAND CAPITAL ADVISORS8+ years Service code 33 CHESTER PLAZA · CHESTER, MD 21619 | Securities brokerage | $14,594 |
ABBATE, JUNE & ASSOCIATES5 years Service code 33 100 SPECTRUN CENTER DRIVE 1100 · IRVINE, CA 92618 | Securities brokerage | $14,522 |
THE SHADDEN GROUP8+ years Service code 33 6700 E. PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Securities brokerage | $13,789 |
LUTZ FINANCIAL8+ years Service code 33 13616 CALIFORNIA STREET, SUITE 200 · OMAHA, NE 68154 | Securities brokerage | $7,355 |
THE BAHNSEN GROUP2 years Service code 33 520 NEWPORT CENTER DR #300 · NEWPORT BEACH, CA 92660 | Securities brokerage | $5,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,557 | $174,875+54.1% | $125,391+115.0% | - |
| Participation rate | 93.9% | 70.4%+23.5pp | 82.4%+11.6pp | - |
| Annual return | -10.27% | -12.92%+2.6pp | 572.41%-582.7pp | - |
| Employer contribution / active EE | $8,114 | $3,570+127.3% | $4,816+68.5% | - |
| Participant deferral / active EE | $8,637 | $6,354+35.9% | $7,448+16.0% | - |
| Admin fee / account holder | $1,280 | $56,366-97.7% | $10,009-87.2% | - |