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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 84-1169833 4600 SOUTH ULSTER STREET · DENVER, CO 80237 | Recordkeeping | $32,235 |
INNOVEST PORTFOLIO SOLUTIONS LLC1+ years Filed as: INNOVEST PORTFOLIO SOLUTIONS Service code 28 · EIN 84-1334165 4643 SOUTH ULSTER STREET · DENVER, CO 80237 | Investment Management | $27,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,513 | $57,103-76.3% | $87,502-84.6% | $57,658-76.6% |
| Participation rate | 47.3% | 64.3%-17.0pp | 73.8%-26.5pp | 70.2%-22.9pp |
| Annual return | 4.57% | 12.71%-8.1pp | 12.21%-7.6pp | 5.13%-0.6pp |
| Employer contribution / active EE | $456 | $1,107-58.9% | $2,550-82.1% | $1,974-76.9% |
| Participant deferral / active EE | $765 | $2,250-66.0% | $3,149-75.7% | $3,061-75.0% |
| Admin fee / account holder | $98 | $281-65.0% | $4,221-97.7% | $95+3.9% |