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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE BANK1 year Service code 21 · EIN 62-1829917 | Bank Trustee | $17,046 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $4,691 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,919 | $58,726-35.4% | $92,240-58.9% | $62,293-39.1% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 13.86% | 43.62%-29.8pp | 176.29%-162.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $517 | $2,392-78.4% | $3,680-85.9% | $2,042-74.7% |
| Participant deferral / active EE | $1,136 | $2,766-58.9% | $3,897-70.8% | $3,169-64.2% |
| Admin fee / account holder | $412 | $556-26.0% | $5,194-92.1% | $479-14.1% |