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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: KASSOUF RETIREMENT PLAN SERV, LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $21,552 |
NICHOLAS PENSION CONSULTANTS4 years Filed as: NICHOLAS, CAULEY & ASSOCIATES, LLC Service code 10 1825 BARRETT LAKES BLVD STE 200 · KENNESAW, GA 30144 | Accounting | $17,771 |
BAM ADVISOR SERVICES9+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $13,714 |
MATRIX TRUST COMPANY5 years Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Trustee (directed); Trustee (bank, tr... | $867 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,203 | $87,059-77.9% | $105,608-81.8% | $80,925-76.3% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.7%+20.3pp |
| Annual return | 15.57% | 17.05%-1.5pp | 116.50%-100.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,190 | $3,986-70.2% | $5,010-76.3% | $4,299-72.3% |
| Admin fee / account holder | $477 | $8,443-94.3% | $11,028-95.7% | $6,940-93.1% |