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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $104,382 |
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 | $157,506 | $75,183+109.5% | $123,894+27.1% | $55,167+185.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 81.4%+12.5pp | 69.0%+24.9pp |
| Annual return | 7.01% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $4,310 | $2,823+52.7% | $4,617-6.6% | $1,963+119.6% |
| Participant deferral / active EE | $5,556 | $5,084+9.3% | $5,984-7.2% | $3,054+81.9% |
| Admin fee / account holder | $574 | $663-13.4% | $8,357-93.1% | $504+13.8% |