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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $32,441 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,308 | $81,948-61.8% | $90,760-65.5% | $64,819-51.7% |
| Participation rate | 83.2% | 80.5%+2.7pp | 75.7%+7.5pp | 71.5%+11.7pp |
| Annual return | -13.05% | -12.53%-0.5pp | -12.16%-0.9pp | 32.84%-45.9pp |
| Employer contribution / active EE | $548 | $3,067-82.1% | $2,922-81.2% | $2,507-78.1% |
| Participant deferral / active EE | $2,496 | $4,844-48.5% | $4,565-45.3% | $4,311-42.1% |
| Admin fee / account holder | $137 | $157-12.9% | $8,444-98.4% | $188-27.1% |