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| Provider | Service type | Compensation |
|---|---|---|
CITY STATE BANK2+ years Service code 21 · EIN 42-0443990 | Bank Trustee | $37,635 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,805 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,553 | $63,924-30.3% | $108,582-59.0% | $55,167-19.2% |
| Participation rate | 81.7% | 74.3%+7.4pp | 79.6%+2.1pp | 69.0%+12.7pp |
| Annual return | 8.17% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,040 | $1,879-44.6% | $3,758-72.3% | $1,963-47.0% |
| Participant deferral / active EE | $4,048 | $3,067+32.0% | $4,311-6.1% | $3,054+32.5% |
| Admin fee / account holder | $269 | $618-56.4% | $7,645-96.5% | $504-46.5% |