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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RJFSA RETIREMENT PLAN SERVICES Service code 27 201 SOUTH LAKE · PASADENA, CA 91101 | Advisory (Plan) | $38,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,340 | $76,551-98.2% | $123,894-98.9% | $62,881-97.9% |
| Participation rate | 9.1% | 73.0%-63.9pp | 81.4%-72.3pp | 69.3%-60.2pp |
| Annual return | -92.48% | 18.68%-111.2pp | 47.52%-140.0pp | 20.14%-112.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,389 | $4,840+32.0% | $5,984+6.8% | $3,203+99.5% |
| Admin fee / account holder | $1,124 | $4,826-76.7% | $8,357-86.5% | $4,296-73.8% |