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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $22,592 |
Filed as: SFG RETIREMENT PLAN, LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $20,133 |
Filed as: GREAT-WEST LIFE & ANNUITY INS.,CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,825 |
Service code 49 · EIN 04-1590850 | Other Services | $7,204 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0532243 | Investment Management | $1,805 |
Filed as: CHARLES SCHWAB Service code 52 · EIN 94-3106735 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,728 | $55,790-18.0% | $76,817-40.5% | $67,579-32.3% |
| Participation rate | 53.2% | 71.1%-17.9pp | 72.1%-18.9pp | 71.3%-18.0pp |
| Annual return | 19.66% | 64.45%-44.8pp | 1166.11%-1146.4pp | 378.56%-358.9pp |
| Employer contribution / active EE | $511 | $1,810-71.8% | $2,302-77.8% | $2,148-76.2% |
| Participant deferral / active EE | $1,986 | $2,875-30.9% | $3,336-40.5% | $3,539-43.9% |
| Admin fee / account holder | $164 | $159+3.1% | $6,420-97.4% | $142+15.3% |