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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $19,241 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 1620 WESTGATE CIRCLE SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $15,850 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $9,364 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,219 | $60,545-76.5% | $92,233-84.6% | $69,631-79.6% |
| Participation rate | 66.3% | 72.2%-5.9pp | 76.5%-10.2pp | 70.7%-4.4pp |
| Annual return | 19.42% | 19.71%-0.3pp | 176.28%-156.9pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $78 | $2,633-97.0% | $3,679-97.9% | $2,032-96.2% |
| Participant deferral / active EE | $1,598 | $2,828-43.5% | $3,897-59.0% | $3,224-50.4% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |