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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 27 · EIN 39-1099262 | Advisory (Plan) | $17,001 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $7,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,753 | $43,423-13.1% | $78,676-52.0% | $55,167-31.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.73% | 11.53%-2.8pp | 62.19%-53.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,897 | $1,997+45.1% | $2,850+1.6% | $1,963+47.6% |
| Participant deferral / active EE | $1,943 | $2,509-22.6% | $3,517-44.8% | $3,054-36.4% |
| Admin fee / account holder | $101 | $416-75.6% | $4,510-97.8% | $504-79.9% |