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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $9,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,591 | $51,175-73.4% | $70,515-80.7% | $75,163-81.9% |
| Participation rate | 54.2% | 60.9%-6.8pp | 68.3%-14.2pp | 67.2%-13.0pp |
| Annual return | 5.92% | 30.02%-24.1pp | 32.77%-26.9pp | 160.62%-154.7pp |
| Employer contribution / active EE | $2,504 | $1,826+37.1% | $2,973-15.8% | $2,670-6.2% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $144 | $4,091-96.5% | $6,412-97.8% | $5,651-97.5% |