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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 | $49,139 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,094 | $50,385+94.7% | $75,501+29.9% | $62,293+57.5% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.4%+12.2pp | 69.5%+15.0pp |
| Annual return | 16.87% | 19.90%-3.0pp | 27.35%-10.5pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,484 | $1,537+61.6% | $2,352+5.6% | $2,042+21.6% |
| Participant deferral / active EE | $5,950 | $2,445+143.3% | $3,142+89.4% | $3,169+87.8% |
| Admin fee / account holder | $266 | $384-30.9% | $5,801-95.4% | $479-44.6% |