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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $10,490 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,478 |
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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,447 | $50,815-89.3% | $155,509-96.5% | $77,643-93.0% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.8pp |
| Annual return | 10.06% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $740 | $2,822-73.8% | $5,626-86.8% | $4,647-84.1% |
| Admin fee / account holder | $148 | $437-66.1% | $15,912-99.1% | $430-65.6% |