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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $64,959 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $62,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,694 | $51,288-57.7% | $81,983-73.5% | $73,409-70.4% |
| Participation rate | 41.5% | 64.0%-22.5pp | 69.2%-27.8pp | 72.2%-30.7pp |
| Annual return | 13.42% | 29.48%-16.1pp | 41.31%-27.9pp | 59.29%-45.9pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,604 | $2,715-40.9% | $3,722-56.9% | $3,805-57.9% |
| Admin fee / account holder | $207 | $125+65.4% | $5,664-96.3% | $158+31.2% |