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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $2,483 |
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 | $14,523 | $50,666-71.3% | $76,823-81.1% | $65,185-77.7% |
| Participation rate | 48.2% | 68.8%-20.6pp | 72.1%-23.9pp | 70.2%-22.0pp |
| Annual return | 44.06% | 28.51%+15.5pp | 1166.42%-1122.4pp | 29.38%+14.7pp |
| Employer contribution / active EE | $1,906 | $1,575+21.0% | $2,302-17.2% | $2,177-12.4% |
| Participant deferral / active EE | $3,377 | $2,647+27.6% | $3,336+1.3% | $3,514-3.9% |
| Admin fee / account holder | $22 | $463-95.2% | $6,422-99.7% | $847-97.4% |