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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: AUSTIN CAPITAL RETIREMENT SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $855 |
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 | $124,049 | $55,453+123.7% | $170,435-27.2% | $62,293+99.1% |
| Participation rate | 3.9% | 66.4%-62.5pp | 83.6%-79.7pp | 69.5%-65.6pp |
| Annual return | 19.19% | 21.38%-2.2pp | 205.94%-186.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $415 | $2,303-82.0% | $4,939-91.6% | $3,169-86.9% |
| Admin fee / account holder | $171 | $455-62.4% | $13,881-98.8% | $479-64.3% |