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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $16,536 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 1620 WESTGATE CIRCLE SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $12,718 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $7,156 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,894 | $57,921-77.7% | $84,753-84.8% | $57,658-77.6% |
| Participation rate | 66.2% | 72.9%-6.7pp | 76.6%-10.4pp | 70.2%-4.0pp |
| Annual return | 8.77% | 10.24%-1.5pp | 22.78%-14.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $77 | $2,598-97.0% | $3,574-97.8% | $1,974-96.1% |
| Participant deferral / active EE | $1,449 | $2,742-47.2% | $3,712-61.0% | $3,061-52.7% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |