Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $92,186-56.4% | $105,624-61.9% | $77,762-48.3% |
| Participation rate | 78.7% | 81.0%-2.3pp | 75.3%+3.5pp | 70.6%+8.1pp |
| Annual return | 17.47% | 17.83%-0.4pp | 116.20%-98.7pp | 31.27%-13.8pp |
| Employer contribution / active EE | $562 | $3,376-83.4% | $3,168-82.3% | $2,728-79.4% |
| Participant deferral / active EE | $2,630 | $5,395-51.3% | $5,013-47.5% | $4,651-43.5% |
| Admin fee / account holder | $154 | $219-29.7% | $10,961-98.6% | $433-64.5% |