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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS Service code 27 · EIN 39-1099262 | Advisory (Plan) | $6,978 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $6,184 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,915 | $41,854-11.8% | $73,835-50.0% | $52,331-29.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.68% | 2.11%-0.4pp | 2268.13%-2266.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,831 | $1,920+47.4% | $2,788+1.5% | $1,882+50.4% |
| Participant deferral / active EE | $1,954 | $2,498-21.8% | $3,583-45.5% | $3,022-35.3% |
| Admin fee / account holder | $58 | $493-88.1% | $4,880-98.8% | $592-90.1% |