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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $17,877 |
EPIC RETIREMENT PLAN SERVICES2+ 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... | $15,090 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 | Recordkeeping | $78 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,166 | $75,183-69.2% | $123,894-81.3% | $55,167-58.0% |
| Participation rate | 82.6% | 72.8%+9.8pp | 81.4%+1.2pp | 69.0%+13.6pp |
| Annual return | 5.02% | 19.01%-14.0pp | 47.52%-42.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,592 | $5,084-49.0% | $5,984-56.7% | $3,054-15.1% |
| Admin fee / account holder | $66 | $663-90.1% | $8,357-99.2% | $504-87.0% |