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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 27 · EIN 38-2712991 | Advisory (Plan) | $505,992 |
HANCOCK ASKEW & CO., LLP2 years Filed as: HANCOCK ASKEW CO., & LLP Service code 10 · EIN 58-0662558 | Accounting | $32,411 |
NATIONAL FINANCIAL SERVICES2 years Service code 13 · EIN 04-3523567 | Contract Administrator | $28,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,868 | $122,128-43.6% | $147,117-53.2% | $200,096-65.6% |
| Participation rate | 37.7% | 78.2%-40.5pp | 82.2%-44.5pp | 72.0%-34.4pp |
| Annual return | 17.91% | 30.58%-12.7pp | 420.54%-402.6pp | 34.26%-16.4pp |
| Employer contribution / active EE | $1,197 | $4,093-70.8% | $4,932-75.7% | $3,038-60.6% |
| Participant deferral / active EE | $2,741 | $8,484-67.7% | $8,065-66.0% | $5,090-46.1% |
| Admin fee / account holder | $384 | $180+113.8% | $12,993-97.0% | $269+42.5% |