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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC Service code 15 · EIN 16-1450952 | Recordkeeping | $11,710 |
GEM-YOUNG WEALTH ADVISORS2 years Filed as: GEM-YOUNG Service code 27 · EIN 46-5439400 | Advisory (Plan) | $5,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,261 | $81,777+16.5% | $148,496-35.8% | $69,733+36.6% |
| Participation rate | 85.0% | 70.9%+14.1pp | 76.0%+8.9pp | 62.5%+22.5pp |
| Annual return | 15.01% | 14.38%+0.6pp | 12.33%+2.7pp | 15.22%-0.2pp |
| Employer contribution / active EE | $1,709 | $2,488-31.3% | $3,497-51.1% | $2,250-24.1% |
| Participant deferral / active EE | $3,077 | $3,367-8.6% | $4,808-36.0% | $3,054+0.7% |
| Admin fee / account holder | $157 | $2,991-94.7% | $19,547-99.2% | $3,102-94.9% |