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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 13 6800 PARAGON PLACE, SUITE 210 · RICHMOND, VA 23230 | Contract Administrator | $19,423 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,336 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,074 | $41,281-5.3% | $109,313-64.3% | $57,658-32.2% |
| Participation rate | 23.7% | 59.3%-35.6pp | 71.3%-47.5pp | 70.2%-46.5pp |
| Annual return | 12.47% | 8.97%+3.5pp | 22.07%-9.6pp | 5.13%+7.3pp |
| Employer contribution / active EE | $124 | $1,201-89.7% | $3,892-96.8% | $1,974-93.7% |
| Participant deferral / active EE | $724 | $2,223-67.4% | $3,166-77.1% | $3,061-76.3% |
| Admin fee / account holder | $138 | $75+82.8% | $5,666-97.6% | $95+45.5% |