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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE WEALTH ADVISORS2+ years Filed as: CAMBRIDGE WEALTH ADVISORS, INC. Service code 28 · EIN 27-0397626 | Investment Management | $41,794 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $13,845 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,573 | $75,183-50.0% | $123,894-69.7% | $55,167-31.9% |
| Participation rate | 56.7% | 72.8%-16.2pp | 81.4%-24.7pp | 69.0%-12.3pp |
| Annual return | 8.83% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,404 | $2,823-50.3% | $4,617-69.6% | $1,963-28.5% |
| Participant deferral / active EE | $3,212 | $5,084-36.8% | $5,984-46.3% | $3,054+5.2% |
| Admin fee / account holder | $501 | $663-24.3% | $8,357-94.0% | $504-0.5% |