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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,071 |
THOMAS JUDY & TUCKER PA1+ years Service code 10 · EIN 56-1985804 | Accounting | $18,750 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 15 · EIN 56-1762637 | Recordkeeping | $4,538 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,524 | $106,247-63.7% | $147,096-73.8% | $77,714-50.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 0.00% | 56.87%-56.9pp | 419.75%-419.7pp | 31.26%-31.3pp |
| Employer contribution / active EE | $912 | $4,069-77.6% | $4,936-81.5% | $2,727-66.6% |
| Participant deferral / active EE | $885 | $7,996-88.9% | $8,071-89.0% | $4,649-81.0% |
| Admin fee / account holder | $86 | $338-74.6% | $13,005-99.3% | $433-80.2% |