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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $118,084 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $425 |
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 | $209,317 | $46,732+347.9% | $156,551+33.7% | $55,167+279.4% |
| Participation rate | 94.0% | 65.8%+28.2pp | 84.0%+9.9pp | 69.0%+25.0pp |
| Annual return | 8.32% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $8,713 | $2,105+313.9% | $5,501+58.4% | $1,963+343.9% |
| Participant deferral / active EE | $5,390 | $2,204+144.5% | $4,871+10.7% | $3,054+76.5% |
| Admin fee / account holder | $728 | $418+74.0% | $13,028-94.4% | $504+44.4% |