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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $23,573 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 21 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Bank Trustee | $22,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,476 | $46,732+277.6% | $156,551+12.7% | $55,167+219.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.73% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $7,561 | $2,105+259.2% | $5,501+37.4% | $1,963+285.2% |
| Participant deferral / active EE | $4,932 | $2,204+123.7% | $4,871+1.2% | $3,054+61.5% |
| Admin fee / account holder | $336 | $418-19.6% | $13,028-97.4% | $504-33.2% |