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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-0223230 | Bank Trustee | $49,542 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $32,890 | $32,425+1.4% | $74,577-55.9% | $55,167-40.4% |
| Participation rate | 78.6% | 54.0%+24.6pp | 68.1%+10.5pp | 69.0%+9.7pp |
| Annual return | 5.19% | 10.63%-5.4pp | 20.47%-15.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,206 | $1,043+15.6% | $2,525-52.2% | $1,963-38.6% |
| Participant deferral / active EE | $1,393 | $1,995-30.2% | $3,458-59.7% | $3,054-54.4% |
| Admin fee / account holder | $228 | $748-69.5% | $4,138-94.5% | $504-54.7% |