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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 99 · EIN 45-1660395 7780 CAMBRIDGE MANOR PL SUITE B · FORT MYERS, FL 33907 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,337 | $56,443-12.6% | $83,830-41.1% | $55,725-11.5% |
| Participation rate | 19.3% | 72.0%-52.7pp | 76.1%-56.9pp | 70.9%-51.6pp |
| Annual return | -4.43% | 393.67%-398.1pp | 850.97%-855.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $98 | $2,682-96.4% | $3,631-97.3% | $2,078-95.3% |
| Participant deferral / active EE | $1,129 | $2,965-61.9% | $4,082-72.3% | $3,356-66.4% |
| Admin fee / account holder | $432 | $156+176.3% | $5,479-92.1% | $115+274.8% |