| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Claims processing; Investment managem... | $26,619 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,375 | $37,463-77.6% | $77,113-89.1% | $66,954-87.5% |
| Participation rate | 79.8% | 52.9%+26.8pp | 67.9%+11.8pp | 69.8%+9.9pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.37%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $397 | $1,535-74.1% | $2,815-85.9% | $2,545-84.4% |
| Participant deferral / active EE | $4,258 | $2,621+62.4% | $4,430-3.9% | $4,239+0.4% |
| Admin fee / account holder | $130 | $568-77.1% | $5,445-97.6% | $594-78.1% |