Filed May 6, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $67,551 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Partici... | $19,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,729 | $59,140-15.9% | $160,037-68.9% | $66,949-25.7% |
| Participation rate | 71.3% | 68.1%+3.2pp | 78.0%-6.6pp | 69.8%+1.5pp |
| Annual return | -14.66% | -12.25%-2.4pp | 408.95%-423.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $2,268 | $1,982+14.4% | $4,226-46.3% | $2,545-10.9% |
| Participant deferral / active EE | $3,860 | $4,399-12.2% | $6,184-37.6% | $4,239-8.9% |
| Admin fee / account holder | $468 | $591-20.8% | $8,716-94.6% | $594-21.1% |