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| Provider | Service type | Compensation |
|---|---|---|
CITY STATE BANK3+ years Service code 21 · EIN 42-0443990 | Bank Trustee | $43,950 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,135 |
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 | $52,046 | $71,192-26.9% | $117,861-55.8% | $62,293-16.5% |
| Participation rate | 82.1% | 74.2%+7.8pp | 79.7%+2.4pp | 69.5%+12.5pp |
| Annual return | 17.57% | 18.66%-1.1pp | 335.11%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $988 | $1,934-48.9% | $3,786-73.9% | $2,042-51.6% |
| Participant deferral / active EE | $3,995 | $3,189+25.3% | $4,482-10.9% | $3,169+26.1% |
| Admin fee / account holder | $290 | $587-50.6% | $8,021-96.4% | $479-39.4% |