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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $53,621 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $13,456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,695 | $72,303+1.9% | $86,698-15.0% | $64,824+13.7% |
| Participation rate | 57.2% | 80.4%-23.2pp | 76.6%-19.4pp | 71.5%-14.3pp |
| Annual return | -16.41% | 392.77%-409.2pp | 35.96%-52.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $818 | $2,393-65.8% | $2,837-71.2% | $2,507-67.4% |
| Participant deferral / active EE | $2,543 | $4,660-45.4% | $4,656-45.4% | $4,311-41.0% |
| Admin fee / account holder | $330 | $174+89.8% | $7,492-95.6% | $188+75.8% |