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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $1,994 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $1,994 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,465 | $46,732-24.1% | $156,551-77.3% | $55,167-35.7% |
| Participation rate | 92.0% | 65.8%+26.2pp | 84.0%+8.0pp | 69.0%+23.0pp |
| Annual return | 10.97% | 17.72%-6.7pp | 32.23%-21.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $1,622 | $2,105-23.0% | $5,501-70.5% | $1,963-17.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $29 | $418-93.0% | $13,028-99.8% | $504-94.2% |