Filed October 15, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $52,236 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $13,940 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,459 | $71,802-60.4% | $133,975-78.8% | $57,658-50.6% |
| Participation rate | 88.3% | 85.5%+2.9pp | 87.1%+1.3pp | 70.2%+18.1pp |
| Annual return | 8.88% | 13.51%-4.6pp | 29.29%-20.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,400 | $3,161-55.7% | $5,211-73.1% | $1,974-29.0% |
| Participant deferral / active EE | $2,114 | $4,606-54.1% | $6,282-66.3% | $3,061-30.9% |
| Admin fee / account holder | $52 | $88-40.3% | $9,324-99.4% | $95-44.7% |