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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $17,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,113 | $174,380-40.3% | $108,582-4.1% | - |
| Participation rate | 85.9% | 70.3%+15.5pp | 79.6%+6.3pp | - |
| Annual return | 8.48% | 1.91%+6.6pp | -51.70%+60.2pp | - |
| Employer contribution / active EE | $11,515 | $1,536+649.7% | $3,758+206.4% | - |
| Participant deferral / active EE | $2,534 | $2,685-5.6% | $4,311-41.2% | - |
| Admin fee / account holder | $182 | $13,800-98.7% | $7,645-97.6% | - |