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| 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; Investment managemen... | $34,745 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,975 | $41,150-75.8% | $80,627-87.6% | $71,511-86.1% |
| Participation rate | 85.0% | 50.3%+34.7pp | 67.0%+18.0pp | 67.9%+17.0pp |
| Annual return | 19.10% | 38.48%-19.4pp | 936.76%-917.7pp | 28.86%-9.8pp |
| Employer contribution / active EE | $539 | $1,515-64.4% | $2,723-80.2% | $2,589-79.2% |
| Participant deferral / active EE | $3,854 | $2,701+42.7% | $4,443-13.3% | $4,291-10.2% |
| Admin fee / account holder | $142 | $1,841-92.3% | $5,381-97.4% | $1,588-91.0% |