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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $105,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,918 | $70,002+104.2% | $115,038+24.2% | $52,331+173.1% |
| Participation rate | 89.6% | 72.1%+17.5pp | 81.4%+8.2pp | 68.1%+21.5pp |
| Annual return | 0.24% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,162 | $2,715+53.3% | $4,608-9.7% | $1,882+121.2% |
| Participant deferral / active EE | $5,566 | $4,920+13.1% | $6,026-7.6% | $3,022+84.2% |
| Admin fee / account holder | $578 | $566+2.1% | $8,175-92.9% | $592-2.4% |