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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,425 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,053 | $57,096-84.1% | $94,228-90.4% | $55,191-83.6% |
| Participation rate | 72.7% | 75.7%-3.0pp | 78.8%-6.1pp | 69.2%+3.5pp |
| Annual return | -1.14% | 159.65%-160.8pp | 10.68%-11.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $799 | $1,708-53.2% | $3,587-77.7% | $1,899-57.9% |
| Participant deferral / active EE | $1,832 | $3,165-42.1% | $4,320-57.6% | $3,046-39.9% |
| Admin fee / account holder | $18 | $89-79.7% | $6,269-99.7% | $91-80.0% |