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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: AUSTIN CAPITAL RETIREMENT SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $710 |
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.
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 | $79,522 | $46,732+70.2% | $156,551-49.2% | $55,167+44.1% |
| Participation rate | 4.8% | 65.8%-61.0pp | 84.0%-79.2pp | 69.0%-64.2pp |
| Annual return | 5.11% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $337 | $2,204-84.7% | $4,871-93.1% | $3,054-89.0% |
| Admin fee / account holder | $118 | $418-71.7% | $13,028-99.1% | $504-76.5% |