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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $59,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,486 | $46,360+0.3% | $147,617-68.5% | $52,331-11.2% |
| Participation rate | 93.9% | 64.9%+28.9pp | 84.6%+9.2pp | 68.1%+25.8pp |
| Annual return | 4.18% | 1.62%+2.6pp | 61.98%-57.8pp | 4.54%-0.4pp |
| Employer contribution / active EE | $2,143 | $2,126+0.8% | $5,564-61.5% | $1,882+13.9% |
| Participant deferral / active EE | $6,539 | $2,258+189.7% | $4,895+33.6% | $3,022+116.4% |
| Admin fee / account holder | $256 | $766-66.5% | $11,612-97.8% | $592-56.7% |