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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Service code 27 · EIN 64-0134513 | Advisory (Plan) | $37,617 |
Filed as: EPIC RETIREMENT SERVICES Service code 15 · EIN 16-1450952 | Recordkeeping | $21,779 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $837 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $61,356-46.8% | $149,696-78.2% | $71,511-54.3% |
| Participation rate | 73.7% | 62.5%+11.1pp | 78.8%-5.1pp | 67.9%+5.7pp |
| Annual return | 13.69% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $2,034 | $2,382-14.6% | $4,821-57.8% | $2,589-21.4% |
| Participant deferral / active EE | $3,133 | $2,920+7.3% | $5,682-44.9% | $4,291-27.0% |
| Admin fee / account holder | $354 | $1,263-72.0% | $13,212-97.3% | $1,588-77.7% |