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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 | $16,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,830 | $53,925-39.1% | $75,501-56.5% | $69,631-52.9% |
| Participation rate | 56.6% | 71.2%-14.6pp | 72.4%-15.7pp | 70.7%-14.1pp |
| Annual return | 15.59% | 17.84%-2.2pp | 27.35%-11.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,219 | $1,802-32.4% | $2,352-48.2% | $2,032-40.0% |
| Participant deferral / active EE | $1,981 | $2,569-22.9% | $3,142-36.9% | $3,224-38.5% |
| Admin fee / account holder | $67 | $97-31.5% | $5,801-98.9% | $110-39.7% |