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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 | $101,591+82.5% | $147,096+26.1% | $74,429+149.1% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.4pp | 67.2%+18.4pp |
| Annual return | 19.97% | 8746.45%-8726.5pp | 419.75%-399.8pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $2,670 | $3,813-30.0% | $4,936-45.9% | $2,625+1.7% |
| Participant deferral / active EE | $8,521 | $7,302+16.7% | $8,071+5.6% | $4,348+96.0% |
| Admin fee / account holder | $377 | $1,750-78.5% | $13,005-97.1% | $1,944-80.6% |