Filed August 19, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $172,072 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP, LLC Service code 17 · EIN 20-1903821 | Pension Consulting | $60,160 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $8,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $52,211 | $38,833+34.5% | $78,778-33.7% | $77,958-33.0% |
| Participation rate | 45.8% | 60.9%-15.1pp | 69.2%-23.4pp | 71.6%-25.8pp |
| Annual return | 17.53% | 20.31%-2.8pp | 35.62%-18.1pp | 20.87%-3.3pp |
| Employer contribution / active EE | $50 | $840-94.0% | $1,986-97.5% | $2,310-97.8% |
| Participant deferral / active EE | $814 | $1,776-54.2% | $2,958-72.5% | $3,537-77.0% |
| Admin fee / account holder | $197 | $89+120.8% | $5,134-96.2% | $97+101.8% |