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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $38,782 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,205 | $92,090-56.3% | $106,201-62.1% | $77,671-48.2% |
| Participation rate | 78.7% | 81.0%-2.3pp | 75.3%+3.4pp | 70.6%+8.1pp |
| Annual return | 17.47% | 17.89%-0.4pp | 116.26%-98.8pp | 31.21%-13.7pp |
| Employer contribution / active EE | $562 | $3,368-83.3% | $3,170-82.3% | $2,726-79.4% |
| Participant deferral / active EE | $2,630 | $5,386-51.2% | $5,012-47.5% | $4,648-43.4% |
| Admin fee / account holder | $154 | $219-29.7% | $11,039-98.6% | $430-64.2% |