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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $6,813 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,197 | $119,451-93.1% | $67,704-87.9% | - |
| Participation rate | 42.4% | 53.0%-10.6pp | 67.5%-25.1pp | - |
| Annual return | -1.15% | -5.40%+4.3pp | 25.41%-26.6pp | - |
| Employer contribution / active EE | $0 | $941-100.0% | $2,559-100.0% | - |
| Participant deferral / active EE | $590 | $2,055-71.3% | $3,585-83.6% | - |
| Admin fee / account holder | $113 | $18,443-99.4% | $4,255-97.3% | - |