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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $750 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,578 | $54,121-87.8% | $134,155-95.1% | $73,412-91.0% |
| Participation rate | 37.1% | 64.4%-27.3pp | 72.2%-35.1pp | 72.2%-35.1pp |
| Annual return | 23.55% | -312.52%+336.1pp | 36.34%-12.8pp | 59.30%-35.7pp |
| Employer contribution / active EE | $626 | $1,402-55.4% | $3,705-83.1% | $2,234-72.0% |
| Participant deferral / active EE | $798 | $2,844-71.9% | $3,500-77.2% | $3,806-79.0% |
| Admin fee / account holder | $15 | $132-88.7% | $6,685-99.8% | $158-90.5% |