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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $36,824 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $20,253 |
Service code 17 · EIN 43-1635589 | Pension Consulting | $13,112 |
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 | $63,099 | $55,453+13.8% | $170,435-63.0% | $62,293+1.3% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 16.22% | 21.38%-5.2pp | 205.94%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,369 | $2,164+9.5% | $5,432-56.4% | $2,042+16.0% |
| Participant deferral / active EE | $7,332 | $2,303+218.4% | $4,939+48.4% | $3,169+131.4% |
| Admin fee / account holder | $267 | $455-41.3% | $13,881-98.1% | $479-44.3% |