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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $3,496 |
Filed as: GREAT-WEST LIFE & ANNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,725 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,955 | $46,360-39.7% | $147,617-81.1% | $52,331-46.6% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | 0.40% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,561 | $2,126-26.6% | $5,564-71.9% | $1,882-17.0% |
| Participant deferral / active EE | $2,359 | $2,258+4.5% | $4,895-51.8% | $3,022-22.0% |
| Admin fee / account holder | $41 | $766-94.7% | $11,612-99.7% | $592-93.1% |