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| Provider | Service type | Compensation |
|---|---|---|
THE FIDUCIARY GROUP2+ years Service code 27 P.O. BOX 13688 · SAVANNAH, GA 31416 | Advisory (Plan) | $16,337 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991 | Discretionary Trustee | $5,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,538 | $63,905-61.6% | $74,184-66.9% | $57,658-57.4% |
| Participation rate | 38.2% | 79.8%-41.5pp | 76.6%-38.4pp | 70.2%-32.0pp |
| Annual return | 8.55% | 60.60%-52.1pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,010 | $3,448-41.7% | $3,550-43.4% | $3,061-34.3% |
| Admin fee / account holder | $185 | $91+103.5% | $5,586-96.7% | $95+96.1% |