Filed May 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN TRUST & INVESTMENT COMPANY10+ years Service code 10 · EIN 62-1700796 | Accounting | $92,539 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Account maintenance fees; Recordkeepi... | $17,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,455 | $73,459+1.4% | $178,528-58.3% | $74,4290% |
| Participation rate | 68.9% | 66.5%+2.4pp | 77.1%-8.2pp | 67.2%+1.7pp |
| Annual return | 23.41% | 17.50%+5.9pp | 27.11%-3.7pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $2,341 | $2,219+5.5% | $3,950-40.8% | $2,625-10.8% |
| Participant deferral / active EE | $3,796 | $4,515-15.9% | $6,278-39.5% | $4,348-12.7% |
| Admin fee / account holder | $612 | $1,812-66.2% | $10,419-94.1% | $1,944-68.5% |