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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $9,077 |
HIGH POINT BANK1+ years Service code 21 · EIN 56-6129051 | Bank Trustee | $8,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,804 | $60,349-62.2% | $74,184-69.3% | $62,881-63.7% |
| Participation rate | 67.5% | 72.7%-5.3pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | -3.33% | 21.38%-24.7pp | 17.74%-21.1pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,997 | $2,856-30.1% | $3,550-43.7% | $3,203-37.6% |
| Admin fee / account holder | $230 | $4,261-94.6% | $5,586-95.9% | $4,296-94.6% |