Filed May 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $82,121 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,759 | $107,378-65.8% | $108,582-66.1% | $57,658-36.2% |
| Participation rate | 96.7% | 77.1%+19.6pp | 79.6%+17.1pp | 70.2%+26.5pp |
| Annual return | 8.20% | 12.80%-4.6pp | -51.70%+59.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,412 | $1,782+91.5% | $3,758-9.2% | $1,974+72.9% |
| Participant deferral / active EE | $2,416 | $3,221-25.0% | $4,311-44.0% | $3,061-21.1% |
| Admin fee / account holder | $207 | $108+91.1% | $7,645-97.3% | $95+119.4% |