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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $9,000 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,067 |
Service code 37 · EIN 01-0496183 | Loan Processing | $1,325 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,235 | $71,666-7.6% | $117,861-43.8% | $69,631-4.9% |
| Participation rate | 25.9% | 77.5%-51.6pp | 79.7%-53.8pp | 70.7%-44.8pp |
| Annual return | 16.35% | 18.86%-2.5pp | 335.11%-318.8pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $327 | $1,889-82.7% | $3,786-91.4% | $2,032-83.9% |
| Participant deferral / active EE | $774 | $3,340-76.8% | $4,482-82.7% | $3,224-76.0% |
| Admin fee / account holder | $115 | $120-4.6% | $8,021-98.6% | $110+3.9% |