Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: LBA RETIREMENT PLAN SERVICES Service code 12 · EIN 59-3559193 501 RIVERSIDE AVE., SUITE 800 · JACKSONVILLE, FL 32202 | Claims processing; Participant loan p... | $18,361 |
JAMES MOORE & CO., P.L.1+ years Filed as: JAMES MOORE & COMPANY Service code 10 · EIN 59-3204548 121 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Accounting | $8,719 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 | Recordkeeping | $0 |
Annual investment return 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 | $9,987 | $46,732-78.6% | $156,551-93.6% | $55,167-81.9% |
| Participation rate | 72.1% | 65.8%+6.3pp | 84.0%-11.9pp | 69.0%+3.2pp |
| Annual return | -2.38% | 17.72%-20.1pp | 32.23%-34.6pp | 169.23%-171.6pp |
| Employer contribution / active EE | $883 | $2,105-58.0% | $5,501-83.9% | $1,963-55.0% |
| Participant deferral / active EE | $1,319 | $2,204-40.2% | $4,871-72.9% | $3,054-56.8% |
| Admin fee / account holder | $114 | $418-72.8% | $13,028-99.1% | $504-77.4% |