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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $8,321 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,035 | $47,163-91.4% | $149,696-97.3% | $74,460-94.6% |
| Participation rate | 55.3% | 63.4%-8.1pp | 78.8%-23.5pp | 70.7%-15.5pp |
| Annual return | 16.26% | 22.75%-6.5pp | 134.46%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,033 | $2,730-62.2% | $5,682-81.8% | $4,530-77.2% |
| Admin fee / account holder | $102 | $343-70.2% | $13,212-99.2% | $348-70.6% |