Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $16,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,817 | $55,453-78.7% | $170,435-93.1% | $62,293-81.0% |
| Participation rate | 61.2% | 66.4%-5.2pp | 83.6%-22.4pp | 69.5%-8.4pp |
| Annual return | 7.61% | 21.38%-13.8pp | 205.94%-198.3pp | 28.90%-21.3pp |
| Employer contribution / active EE | $85 | $2,164-96.1% | $5,432-98.4% | $2,042-95.8% |
| Participant deferral / active EE | $791 | $2,303-65.6% | $4,939-84.0% | $3,169-75.0% |
| Admin fee / account holder | $117 | $455-74.4% | $13,881-99.2% | $479-75.7% |