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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,321 | $54,320-68.1% | $67,652-74.4% | $52,331-66.9% |
| Participation rate | 92.5% | 73.6%+18.9pp | 75.7%+16.9pp | 68.1%+24.4pp |
| Annual return | -0.45% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $565 | $1,544-63.4% | $2,266-75.1% | $1,882-70.0% |
| Participant deferral / active EE | $1,335 | $2,950-54.7% | $3,560-62.5% | $3,022-55.8% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |