Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: NESTEGGS RETIREMENT PLAN SVCS, LLC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Named fiduciary; Participant loan pro... | $110,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,181 | $44,980+27.1% | $85,063-32.8% | $77,692-26.4% |
| Participation rate | 69.8% | 48.6%+21.1pp | 67.5%+2.3pp | 70.6%-0.8pp |
| Annual return | 135.18% | 79.13%+56.0pp | 66.54%+68.6pp | 31.25%+103.9pp |
| Employer contribution / active EE | $1,677 | $1,607+4.4% | $2,727-38.5% | $2,726-38.5% |
| Participant deferral / active EE | $3,965 | $2,804+41.4% | $4,523-12.3% | $4,648-14.7% |
| Admin fee / account holder | $322 | $911-64.6% | $6,155-94.8% | $431-25.2% |