Filed March 1, 2006 (most recent of 2 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $142,815 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $83,339 |
KSJG, LLP2+ years Filed as: KSJG Service code 10 · EIN 95-3322166 | Accounting | $13,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,276 | $71,802+91.2% | $133,975+2.5% | $57,658+138.1% |
| Participation rate | 84.4% | 85.5%-1.1pp | 87.1%-2.7pp | 70.2%+14.2pp |
| Annual return | 5.77% | 13.51%-7.7pp | 29.29%-23.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $2,041 | $3,161-35.5% | $5,211-60.8% | $1,974+3.4% |
| Participant deferral / active EE | $7,357 | $4,606+59.7% | $6,282+17.1% | $3,061+140.4% |
| Admin fee / account holder | $455 | $88+419.5% | $9,324-95.1% | $95+381.8% |