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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $47,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,395 | $46,173-53.7% | $170,435-87.4% | $69,631-69.3% |
| Participation rate | 77.1% | 63.9%+13.2pp | 83.6%-6.5pp | 70.7%+6.4pp |
| Annual return | 16.80% | 21.62%-4.8pp | 205.94%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $154 | $1,610-90.4% | $5,432-97.2% | $2,032-92.4% |
| Participant deferral / active EE | $2,278 | $2,080+9.5% | $4,939-53.9% | $3,224-29.3% |
| Admin fee / account holder | $173 | $116+49.0% | $13,881-98.8% | $110+56.5% |