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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $70,821 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $9,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,871 | $70,002-30.2% | $115,037-57.5% | $52,331-6.6% |
| Participation rate | 60.7% | 72.1%-11.4pp | 81.4%-20.7pp | 68.1%-7.4pp |
| Annual return | 1.23% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $347 | $2,715-87.2% | $4,608-92.5% | $1,882-81.6% |
| Participant deferral / active EE | $6,153 | $4,920+25.1% | $6,026+2.1% | $3,022+103.6% |
| Admin fee / account holder | $354 | $566-37.4% | $8,175-95.7% | $592-40.1% |