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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $29,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,387 | $91,406-38.3% | $130,062-56.6% | $74,473-24.3% |
| Participation rate | 75.7% | 77.8%-2.1pp | 78.5%-2.8pp | 70.7%+4.9pp |
| Annual return | 143.28% | 23.21%+120.1pp | -137.37%+280.6pp | 34.36%+108.9pp |
| Employer contribution / active EE | $343 | $2,565-86.6% | $4,322-92.1% | $2,638-87.0% |
| Participant deferral / active EE | $1,833 | $4,724-61.2% | $5,821-68.5% | $4,530-59.5% |
| Admin fee / account holder | $78 | $283-72.3% | $10,601-99.3% | $347-77.4% |