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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $134,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,651 | $46,360+283.2% | $147,617+20.3% | $52,331+239.5% |
| Participation rate | 99.3% | 64.9%+34.4pp | 84.6%+14.7pp | 68.1%+31.2pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $8,335 | $2,126+292.0% | $5,564+49.8% | $1,882+343.0% |
| Participant deferral / active EE | $5,185 | $2,258+129.7% | $4,895+5.9% | $3,022+71.6% |
| Admin fee / account holder | $783 | $766+2.2% | $11,612-93.3% | $592+32.3% |