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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $18,886 |
USI CONSULTING GROUP1 year Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $195 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,219 | $64,909+42.1% | $82,313+12.0% | $62,293+48.0% |
| Participation rate | 94.4% | 74.9%+19.5pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 15.50% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $6,028 | $1,676+259.7% | $2,428+148.2% | $2,042+195.2% |
| Participant deferral / active EE | $2,709 | $3,103-12.7% | $3,706-26.9% | $3,169-14.5% |
| Admin fee / account holder | $146 | $440-66.9% | $5,608-97.4% | $479-69.6% |