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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,790 |
RENASANT BANK1 year Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $13,051 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,925 | $52,967+45.2% | $172,753-55.5% | $65,186+18.0% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 22.77% | 30.12%-7.4pp | 803.00%-780.2pp | 29.39%-6.6pp |
| Employer contribution / active EE | $6,729 | $2,190+207.2% | $5,144+30.8% | $2,177+209.1% |
| Participant deferral / active EE | $4,163 | $2,471+68.5% | $5,198-19.9% | $3,514+18.5% |
| Admin fee / account holder | $445 | $472-5.8% | $13,956-96.8% | $847-47.5% |