Filed May 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $71,654 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Claims ... | $16,072 |
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 | $57,025 | $65,428-12.8% | $169,397-66.3% | $71,529-20.3% |
| Participation rate | 69.2% | 66.9%+2.4pp | 77.2%-7.9pp | 67.9%+1.3pp |
| Annual return | 15.45% | 21.35%-5.9pp | 406.23%-390.8pp | 28.97%-13.5pp |
| Employer contribution / active EE | $2,273 | $2,064+10.1% | $4,013-43.4% | $2,590-12.2% |
| Participant deferral / active EE | $3,634 | $4,360-16.6% | $6,223-41.6% | $4,291-15.3% |
| Admin fee / account holder | $464 | $1,328-65.0% | $9,017-94.9% | $1,588-70.8% |