Filed June 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,600 | $37,446+35.1% | $77,513-34.7% | $79,852-36.6% |
| Participation rate | 61.8% | 41.5%+20.2pp | 54.2%+7.6pp | 69.6%-7.9pp |
| Annual return | 18.78% | 39.76%-21.0pp | 54.81%-36.0pp | 31.72%-12.9pp |
| Employer contribution / active EE | $1,353 | $637+112.4% | $987+37.1% | $2,471-45.2% |
| Participant deferral / active EE | $2,924 | $1,261+131.9% | $1,861+57.1% | $3,740-21.8% |
| Admin fee / account holder | $2 | $2,506-99.9% | $2,859-99.9% | $5,306-100.0% |