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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD., SUITE 375 · ATLANTA, GA 30342 | Contract Administrator | $1,750 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,575 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,817 | $70,002-63.1% | $115,038-77.6% | $52,331-50.7% |
| Participation rate | 20.1% | 72.1%-52.0pp | 81.4%-61.3pp | 68.1%-48.0pp |
| Annual return | 4.24% | 4.04%+0.2pp | 26.14%-21.9pp | 4.54%-0.3pp |
| Employer contribution / active EE | $57 | $2,715-97.9% | $4,608-98.8% | $1,882-97.0% |
| Participant deferral / active EE | $2,101 | $4,920-57.3% | $6,026-65.1% | $3,022-30.5% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |