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 |
|---|---|---|
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 | Recordkeeping fees; Participant commu... | $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 | $73,532+1.3% | $178,540-58.3% | $74,4590% |
| Participation rate | 68.9% | 66.6%+2.3pp | 77.1%-8.2pp | 67.2%+1.7pp |
| Annual return | 23.41% | 17.51%+5.9pp | 27.15%-3.7pp | 1369.70%-1346.3pp |
| Employer contribution / active EE | $2,341 | $2,221+5.4% | $3,953-40.8% | $2,626-10.9% |
| Participant deferral / active EE | $3,796 | $4,519-16.0% | $6,281-39.6% | $4,350-12.7% |
| Admin fee / account holder | $612 | $1,813-66.2% | $10,424-94.1% | $1,945-68.5% |