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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: JOHN HANCOCOK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $195,520 |
FORVIS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $7,500 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $4,500 |
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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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.26% | 0.06%-1.3pp | -0.81%-0.5pp | -0.60%-0.7pp |
| Employer contribution / active EE | $23,585 | $14,206+66.0% | $38,425-38.6% | $12,272+92.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |