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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,969 |
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $16,124 |
TRUSTMARK NATIONAL BANK8+ years Service code 25 248 E CAPITOL ST · JACKSON, MS 39201 | Directed Trustee | $11,077 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,825 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,517 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,606 | $59,105-65.1% | $160,009-87.1% | $66,938-69.2% |
| Participation rate | 64.0% | 68.1%-4.1pp | 78.0%-14.0pp | 69.8%-5.8pp |
| Annual return | -17.57% | -12.26%-5.3pp | 408.85%-426.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $931 | $1,983-53.1% | $4,225-78.0% | $2,545-63.4% |
| Participant deferral / active EE | $2,431 | $4,395-44.7% | $6,183-60.7% | $4,238-42.6% |
| Admin fee / account holder | $355 | $591-39.9% | $8,715-95.9% | $594-40.2% |