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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $43,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,214 | $36,916-39.8% | $156,551-85.8% | $57,658-61.5% |
| Participation rate | 66.7% | 63.4%+3.2pp | 84.0%-17.3pp | 70.2%-3.6pp |
| Annual return | 7.04% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $114 | $1,571-92.7% | $5,501-97.9% | $1,974-94.2% |
| Participant deferral / active EE | $1,895 | $1,926-1.6% | $4,871-61.1% | $3,061-38.1% |
| Admin fee / account holder | $171 | $82+107.2% | $13,028-98.7% | $95+80.8% |