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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $60,201 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $50,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,901 | $80,753+114.1% | $136,298+26.9% | $62,293+177.6% |
| Participation rate | 96.8% | 73.5%+23.3pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 12.47% | 35.83%-23.4pp | 5156.27%-5143.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $4,421 | $2,884+53.3% | $4,696-5.8% | $2,042+116.5% |
| Participant deferral / active EE | $5,864 | $5,164+13.5% | $6,247-6.1% | $3,169+85.0% |
| Admin fee / account holder | $582 | $525+10.8% | $9,244-93.7% | $479+21.4% |