Filed May 26, 2026
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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 | $92,061 |
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 | $42,389 | $71,666-40.9% | $117,861-64.0% | $69,631-39.1% |
| Participation rate | 99.3% | 77.5%+21.7pp | 79.7%+19.6pp | 70.7%+28.6pp |
| Annual return | 16.67% | 18.86%-2.2pp | 335.11%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,691 | $1,889+95.4% | $3,786-2.5% | $2,032+81.6% |
| Participant deferral / active EE | $2,656 | $3,340-20.5% | $4,482-40.7% | $3,224-17.6% |
| Admin fee / account holder | $207 | $120+71.9% | $8,021-97.4% | $110+87.3% |