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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,719 | $43,504-86.9% | $68,612-91.7% | $56,287-89.8% |
| Participation rate | 55.6% | 67.8%-12.3pp | 72.2%-16.7pp | 69.9%-14.3pp |
| Annual return | 0.00% | -3.15%+3.1pp | -4.63%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,309 | $1,525-14.2% | $2,625-50.1% | $2,111-38.0% |
| Participant deferral / active EE | $1,956 | $2,509-22.0% | $3,311-40.9% | $3,350-41.6% |
| Admin fee / account holder | $5 | $515-98.9% | $5,131-99.9% | $521-99.0% |