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| Provider | Service type | Compensation |
|---|---|---|
PROSPERITY BANK1+ years Service code 21 · EIN 74-2439516 | Bank Trustee | $18,951 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,858 | $72,177-37.9% | $115,038-61.0% | $59,633-24.8% |
| Participation rate | 14.1% | 72.6%-58.5pp | 81.4%-67.3pp | 68.7%-54.6pp |
| Annual return | 1.73% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,730 | $4,783-22.0% | $6,026-38.1% | $3,192+16.9% |
| Admin fee / account holder | $541 | $4,927-89.0% | $8,175-93.4% | $4,297-87.4% |