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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 13 6800 PARAGON PLACE, SUITE 210 · RICHMOND, VA 23230 | Contract Administrator | $19,034 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 27 901 E. BYRD ST. · RICHMOND, VA 23219 | Advisory (Plan) | $7,779 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,346 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1215 4TH AVENUE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $79 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,470 | $45,324+2.5% | $122,342-62.0% | $69,631-33.3% |
| Participation rate | 23.0% | 59.9%-37.0pp | 71.6%-48.7pp | 70.7%-47.7pp |
| Annual return | 11.88% | 25.35%-13.5pp | 30.28%-18.4pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $118 | $1,230-90.4% | $4,051-97.1% | $2,032-94.2% |
| Participant deferral / active EE | $628 | $2,367-73.5% | $3,287-80.9% | $3,224-80.5% |
| Admin fee / account holder | $119 | $87+36.3% | $5,478-97.8% | $110+7.4% |