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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $30,780 |
KETEL THORSTENSON, LLP1+ years Service code 10 · EIN 46-0257538 | Accounting | $10,640 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,010 | $70,115-81.4% | $70,544-81.6% | $80,157-83.8% |
| Participation rate | 98.6% | 71.7%+27.0pp | 68.4%+30.3pp | 72.9%+25.7pp |
| Annual return | 22.53% | 134.51%-112.0pp | 32.79%-10.3pp | 40.39%-17.9pp |
| Employer contribution / active EE | $2,367 | $3,021-21.7% | $2,976-20.5% | $2,977-20.5% |
| Participant deferral / active EE | $3,759 | $4,495-16.4% | $4,568-17.7% | $5,015-25.1% |
| Admin fee / account holder | $27 | $112-75.6% | $6,427-99.6% | $145-81.1% |