| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NESTEGGS RETIREMENT PLAN SVCS, LLC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Investment management fees paid direc... | $8,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,123 | $37,463-24.9% | $77,113-63.5% | $66,954-58.0% |
| Participation rate | 77.5% | 52.9%+24.6pp | 67.9%+9.6pp | 69.8%+7.7pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.37%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,003 | $2,621-23.6% | $4,430-54.8% | $4,239-52.8% |
| Admin fee / account holder | $61 | $568-89.3% | $5,445-98.9% | $594-89.8% |