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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $47,052 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $26,139 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 52 · EIN 94-3106735 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years 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 HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,740 | $61,473-2.8% | $81,930-27.1% | $73,409-18.6% |
| Participation rate | 51.7% | 72.4%-20.7pp | 72.0%-20.3pp | 72.2%-20.5pp |
| Annual return | 10.51% | 28.26%-17.7pp | 29.49%-19.0pp | 59.29%-48.8pp |
| Employer contribution / active EE | $609 | $1,898-67.9% | $4,310-85.9% | $2,234-72.7% |
| Participant deferral / active EE | $2,579 | $3,080-16.3% | $7,107-63.7% | $3,805-32.2% |
| Admin fee / account holder | $299 | $125+138.1% | $5,158-94.2% | $158+89.2% |