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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $15,159 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 1620 WESTGATE CIRCLE SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $14,196 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,772 | $50,498-72.7% | $75,782-81.8% | $55,191-75.0% |
| Participation rate | 63.2% | 69.4%-6.2pp | 75.8%-12.6pp | 69.2%-5.9pp |
| Annual return | -1.59% | 1.80%-3.4pp | 9.68%-11.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $75 | $2,291-96.7% | $3,323-97.8% | $1,899-96.1% |
| Participant deferral / active EE | $1,393 | $2,589-46.2% | $3,652-61.8% | $3,046-54.3% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |