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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $73,191 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,984 | $82,163+42.4% | $125,363-6.7% | $64,814+80.5% |
| Participation rate | 66.3% | 77.9%-11.6pp | 82.4%-16.1pp | 71.5%-5.2pp |
| Annual return | -19.96% | 3.49%-23.5pp | 572.15%-592.1pp | 32.84%-52.8pp |
| Employer contribution / active EE | $2,907 | $3,616-19.6% | $4,815-39.6% | $2,507+16.0% |
| Participant deferral / active EE | $6,241 | $7,175-13.0% | $7,447-16.2% | $4,310+44.8% |
| Admin fee / account holder | $315 | $163+93.3% | $10,005-96.8% | $188+68.0% |