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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $58,674 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $9,968 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,547 | $185,342-48.4% | $111,308-14.2% | $86,821+10.1% |
| Participation rate | 59.5% | 81.0%-21.4pp | 77.3%-17.8pp | 72.3%-12.8pp |
| Annual return | 14.73% | 500.80%-486.1pp | 54.67%-39.9pp | 97.94%-83.2pp |
| Employer contribution / active EE | $835 | $2,246-62.8% | $2,732-69.4% | $2,406-65.3% |
| Participant deferral / active EE | $2,603 | $4,458-41.6% | $4,487-42.0% | $4,132-37.0% |
| Admin fee / account holder | $327 | $255+27.9% | $7,965-95.9% | $170+92.7% |