| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Named fiduciary; Participant loan pro... | $34,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,975 | $41,155-75.8% | $80,669-87.6% | $71,535-86.1% |
| Participation rate | 85.0% | 50.2%+34.7pp | 67.0%+18.0pp | 67.9%+17.0pp |
| Annual return | 19.10% | 38.53%-19.4pp | 937.61%-918.5pp | 28.97%-9.9pp |
| Employer contribution / active EE | $539 | $1,513-64.3% | $2,724-80.2% | $2,590-79.2% |
| Participant deferral / active EE | $3,854 | $2,700+42.7% | $4,444-13.3% | $4,292-10.2% |
| Admin fee / account holder | $142 | $1,842-92.3% | $5,384-97.4% | $1,589-91.0% |