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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $18,289 |
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 21 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Bank Trustee | $16,361 |
Filed as: WELCH HORNSBY INC Service code 26 · EIN 53-0969069 | Advisory (Participants) | $5,339 |
THE WELCH GROUP1 year Service code 26 · EIN 63-1231262 | Advisory (Participants) | $4,201 |
Filed as: GWFS EQUITIES INC Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,987 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $613 |
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 | $151,785 | $55,453+173.7% | $170,436-10.9% | $62,293+143.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.90% | 21.38%-10.5pp | 205.94%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $8,845 | $2,164+308.8% | $5,433+62.8% | $2,042+333.1% |
| Participant deferral / active EE | $5,516 | $2,303+139.5% | $4,939+11.7% | $3,169+74.1% |
| Admin fee / account holder | $241 | $455-47.1% | $13,880-98.3% | $479-49.8% |