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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $61,267 |
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 | $57,386 | $46,732+22.8% | $156,551-63.3% | $55,167+4.0% |
| Participation rate | 95.2% | 65.8%+29.4pp | 84.0%+11.2pp | 69.0%+26.2pp |
| Annual return | 12.04% | 17.72%-5.7pp | 32.23%-20.2pp | 169.23%-157.2pp |
| Employer contribution / active EE | $2,404 | $2,105+14.2% | $5,501-56.3% | $1,963+22.5% |
| Participant deferral / active EE | $7,710 | $2,204+249.8% | $4,871+58.3% | $3,054+152.4% |
| Admin fee / account holder | $259 | $418-38.2% | $13,028-98.0% | $504-48.7% |