Filed February 20, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $203,862 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $61,684 |
RVK, INC.10+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $41,039 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,706 | $122,585-3.2% | $184,256-35.6% | $200,096-40.7% |
| Participation rate | 99.5% | 86.9%+12.5pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 11.78% | 144.12%-132.3pp | 28.85%-17.1pp | 34.26%-22.5pp |
| Employer contribution / active EE | $5,113 | $4,571+11.9% | $6,427-20.4% | $3,038+68.3% |
| Participant deferral / active EE | $6,204 | $7,972-22.2% | $9,133-32.1% | $5,090+21.9% |
| Admin fee / account holder | $174 | $120+44.9% | $13,899-98.7% | $269-35.4% |