Filed September 14, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $169,163 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $78,807 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $15,611 |
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 | $50,088 | $75,760-33.9% | $123,105-59.3% | $59,188-15.4% |
| Participation rate | 96.6% | 86.0%+10.5pp | 86.8%+9.8pp | 69.4%+27.2pp |
| Annual return | -1.62% | 2.93%-4.5pp | 13.22%-14.8pp | 5.51%-7.1pp |
| Employer contribution / active EE | $1,864 | $3,415-45.4% | $5,151-63.8% | $2,098-11.2% |
| Participant deferral / active EE | $4,322 | $5,000-13.6% | $6,229-30.6% | $3,265+32.4% |
| Admin fee / account holder | $36 | $61-40.6% | $9,014-99.6% | $92-60.9% |