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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 600 STEWART ST., SUITE 1600 · SEATTLE, WA 98101 | Contract Administrator | $17,816 |
QUACKENBUSH & HANSON, CPA1+ years Service code 10 · EIN 26-3498108 P.O. BOX 265 · MONROE, WA 98272 | Accounting | $8,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,787 | $52,884-87.2% | $84,753-92.0% | $55,167-87.7% |
| Participation rate | 46.9% | 67.5%-20.6pp | 76.6%-29.7pp | 69.0%-22.1pp |
| Annual return | -0.72% | 18.03%-18.7pp | 22.78%-23.5pp | 169.23%-169.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $68 | $581-88.4% | $5,333-98.7% | $504-86.6% |