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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $102,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,431 | $101,653+82.4% | $147,080+26.1% | $74,459+149.0% |
| Participation rate | 85.6% | 75.6%+10.0pp | 82.2%+3.4pp | 67.2%+18.4pp |
| Annual return | 19.97% | 8754.98%-8735.0pp | 420.17%-400.2pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $2,670 | $3,813-30.0% | $4,933-45.9% | $2,626+1.7% |
| Participant deferral / active EE | $8,521 | $7,304+16.7% | $8,066+5.6% | $4,350+95.9% |
| Admin fee / account holder | $377 | $1,752-78.5% | $12,989-97.1% | $1,945-80.6% |