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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 | $62,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,177 | $74,089-9.3% | $133,975-49.9% | $55,167+21.8% |
| Participation rate | 89.9% | 84.3%+5.7pp | 87.1%+2.9pp | 69.0%+21.0pp |
| Annual return | 7.57% | 12.11%-4.5pp | 29.29%-21.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,947 | $3,064-36.5% | $5,211-62.6% | $1,963-0.8% |
| Participant deferral / active EE | $4,974 | $4,678+6.3% | $6,282-20.8% | $3,054+62.9% |
| Admin fee / account holder | $316 | $458-31.0% | $9,324-96.6% | $504-37.2% |