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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $42,340 |
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 | $23,718 | $46,360-48.8% | $147,617-83.9% | $52,331-54.7% |
| Participation rate | 72.3% | 64.9%+7.4pp | 84.6%-12.3pp | 68.1%+4.2pp |
| Annual return | -1.36% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,844 | $2,258-18.3% | $4,895-62.3% | $3,022-39.0% |
| Admin fee / account holder | $216 | $766-71.8% | $11,612-98.1% | $592-63.5% |