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| Provider | Service type | Compensation |
|---|---|---|
MB FINANCIAL BANK, N.A.4+ years Service code 21 · EIN 36-6553534 | Bank Trustee | $5,344 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,706 | $47,922+126.8% | $75,900+43.2% | $65,186+66.8% |
| Participation rate | 89.9% | 63.0%+26.9pp | 69.3%+20.6pp | 70.2%+19.7pp |
| Annual return | 14.22% | 24.12%-9.9pp | 30.73%-16.5pp | 29.39%-15.2pp |
| Employer contribution / active EE | $1,651 | $1,557+6.1% | $2,501-34.0% | $2,177-24.1% |
| Participant deferral / active EE | $4,076 | $2,550+59.8% | $3,604+13.1% | $3,514+16.0% |
| Admin fee / account holder | $29 | $532-94.6% | $5,421-99.5% | $847-96.6% |