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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $9,830 |
RENAISSANCE1 year Filed as: RENAISSANCE FINANCIAL CORP. Service code 27 · EIN 41-1486060 | Advisory (Plan) | $5,899 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,310 | $55,437-61.6% | $155,534-86.3% | $74,459-71.4% |
| Participation rate | 49.7% | 61.9%-12.2pp | 78.2%-28.5pp | 67.2%-17.5pp |
| Annual return | 15.42% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $17 | $2,266-99.2% | $4,675-99.6% | $2,626-99.3% |
| Participant deferral / active EE | $4,182 | $2,837+47.4% | $5,630-25.7% | $4,350-3.9% |
| Admin fee / account holder | $133 | $1,742-92.3% | $15,900-99.2% | $1,945-93.1% |