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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $22,614 |
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 | $32,991 | $48,261-31.6% | $68,612-51.9% | $55,725-40.8% |
| Participation rate | 56.5% | 71.0%-14.6pp | 72.2%-15.8pp | 70.9%-14.4pp |
| Annual return | -4.81% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,341 | $1,742-23.0% | $2,625-48.9% | $2,078-35.5% |
| Participant deferral / active EE | $2,229 | $2,712-17.8% | $3,311-32.7% | $3,356-33.6% |
| Admin fee / account holder | $84 | $126-33.4% | $5,131-98.4% | $115-27.0% |