Filed March 9, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $26,422 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,499 | $50,815-47.9% | $155,509-83.0% | $77,643-65.9% |
| Participation rate | 43.8% | 63.1%-19.3pp | 78.2%-34.4pp | 70.6%-26.8pp |
| Annual return | 12.32% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $420 | $1,993-78.9% | $4,672-91.0% | $2,726-84.6% |
| Participant deferral / active EE | $1,006 | $2,822-64.3% | $5,626-82.1% | $4,647-78.3% |
| Admin fee / account holder | $91 | $437-79.1% | $15,912-99.4% | $430-78.8% |