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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREEET · NORFOLK, NE 68701 | Recordkeeping | $6,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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.
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 | $8,298 | $39,859-79.2% | $78,676-89.5% | $57,658-85.6% |
| Participation rate | 58.1% | 66.1%-8.0pp | 73.6%-15.4pp | 70.2%-12.1pp |
| Annual return | 5.02% | 18.96%-13.9pp | 62.19%-57.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $378 | $1,786-78.8% | $2,850-86.7% | $1,974-80.9% |
| Participant deferral / active EE | $1,242 | $2,248-44.8% | $3,517-64.7% | $3,061-59.4% |
| Admin fee / account holder | $45 | $76-40.5% | $4,510-99.0% | $95-52.1% |