Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$65K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 Other Services | $18,187 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
1 filing