Filed May 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $63,504 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Claims ... | $14,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,640 | $62,132-26.5% | $185,861-75.4% | $73,497-37.9% |
| Participation rate | 72.0% | 67.8%+4.2pp | 78.0%-6.0pp | 70.7%+1.4pp |
| Annual return | 10.80% | 20.44%-9.6pp | 35.96%-25.2pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,929 | $1,681+14.8% | $4,088-52.8% | $2,270-15.0% |
| Participant deferral / active EE | $3,145 | $3,711-15.3% | $5,634-44.2% | $3,740-15.9% |
| Admin fee / account holder | $356 | $419-15.1% | $9,503-96.3% | $513-30.7% |