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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 |
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 |
Filed as: MATRIX TRUST COMPANY Service code 18 717 17TH STREET, SUITE 1700 · DENVER, CO 80202 | Custodial (other than securities); 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).
The auditor signed off without reservation. This is the cleanest opinion.