Filed December 3, 2003 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 36-3712991 | Recordkeeping | $28,717 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUSTCOMPANY Service code 19 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $17,572 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $375,148 | $284,329+31.9% | $147,618+154.1% | - |
| Participation rate | 99.0% | 62.7%+36.3pp | 84.6%+14.4pp | - |
| Annual return | -1.45% | 0.73%-2.2pp | 61.98%-63.4pp | - |
| Employer contribution / active EE | $18,382 | $2,124+765.5% | $5,565+230.3% | - |
| Participant deferral / active EE | $12,288 | $1,895+548.5% | $4,895+151.0% | - |
| Admin fee / account holder | $347 | $35,034-99.0% | $11,612-97.0% | - |