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 | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,860 | $26,549+53.9% | $61,399-33.5% | $66,930-39.0% |
| Participation rate | 45.3% | 38.1%+7.2pp | 52.6%-7.3pp | 69.8%-24.5pp |
| Annual return | -19.13% | -16.21%-2.9pp | 338.81%-357.9pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,395 | $651+114.1% | $1,159+20.3% | $2,545-45.2% |
| Participant deferral / active EE | $2,937 | $1,338+119.5% | $2,124+38.3% | $4,238-30.7% |
| Admin fee / account holder | $1 | $409-99.8% | $2,131-100.0% | $593-99.8% |