Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 1212 N WASHINGTON, SUITE 10 · SPOKANE, WA 99201 | Recordkeeping | $11,685 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 91-1413616 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $6,088 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,531 | $44,059+1.1% | $71,671-37.9% | $69,631-36.0% |
| Participation rate | 28.3% | 60.8%-32.4pp | 68.7%-40.4pp | 70.7%-42.3pp |
| Annual return | 12.96% | 21.97%-9.0pp | 20.65%-7.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $62 | $1,305-95.2% | $2,460-97.5% | $2,032-96.9% |
| Participant deferral / active EE | $1,268 | $2,370-46.5% | $3,438-63.1% | $3,224-60.7% |
| Admin fee / account holder | $16 | $108-84.9% | $5,558-99.7% | $110-85.3% |