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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 600 STEWART ST., SUITE 1600 · SEATTLE, WA 98101 | Contract Administrator | $13,279 |
Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $9,751 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,292 | $58,726-89.3% | $92,240-93.2% | $62,293-89.9% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | -0.51% | 43.62%-44.1pp | 176.29%-176.8pp | 28.90%-29.4pp |
| Employer contribution / active EE | $1,389 | $2,392-41.9% | $3,680-62.3% | $2,042-32.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $53 | $556-90.4% | $5,194-99.0% | $479-88.9% |