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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 25-1759623 600 STEWART ST. · SEATTLE, WA 98101 | Recordkeeping and information managem... | $2,185 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,566 | $74,024-70.9% | $78,002-72.4% | $57,658-62.6% |
| Participation rate | 60.6% | 79.7%-19.2pp | 75.5%-14.9pp | 70.2%-9.6pp |
| Annual return | 10.31% | 12.14%-1.8pp | 425.99%-415.7pp | 5.13%+5.2pp |
| Employer contribution / active EE | $779 | $2,365-67.1% | $2,470-68.5% | $1,974-60.5% |
| Participant deferral / active EE | $1,190 | $3,533-66.3% | $3,497-66.0% | $3,061-61.1% |
| Admin fee / account holder | $18 | $93-80.6% | $5,481-99.7% | $95-80.8% |