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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,640 |
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $23,663 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $122,219-84.0% | $147,096-86.7% | $199,921-90.2% |
| Participation rate | 48.5% | 78.3%-29.8pp | 82.2%-33.7pp | 72.0%-23.5pp |
| Annual return | 14.85% | 30.59%-15.7pp | 419.75%-404.9pp | 34.28%-19.4pp |
| Employer contribution / active EE | $1,572 | $4,096-61.6% | $4,936-68.2% | $3,035-48.2% |
| Participant deferral / active EE | $2,618 | $8,503-69.2% | $8,071-67.6% | $5,089-48.6% |
| Admin fee / account holder | $47 | $179-73.9% | $13,005-99.6% | $269-82.7% |