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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $22,923 |
BALLEW ADVISORS5+ years Service code 51 · EIN 64-0797641 | Investment Mgmt Fees | $18,261 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,400 | $59,417-27.0% | $93,606-53.6% | $74,495-41.7% |
| Participation rate | 55.5% | 59.7%-4.2pp | 68.7%-13.2pp | 67.2%-11.7pp |
| Annual return | 9.49% | 81.83%-72.3pp | 133.20%-123.7pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,419 | $1,264+12.3% | $2,420-41.4% | $2,623-45.9% |
| Participant deferral / active EE | $2,789 | $3,050-8.6% | $4,411-36.8% | $4,346-35.8% |
| Admin fee / account holder | $284 | $3,021-90.6% | $8,285-96.6% | $1,942-85.4% |