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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 | $76,383+24.7% | $121,663-21.7% | $64,340+48.1% |
| Participation rate | 85.0% | 60.4%+24.5pp | 74.5%+10.5pp | 55.2%+29.7pp |
| Annual return | 15.01% | 16.98%-2.0pp | 147.54%-132.5pp | 24.14%-9.1pp |
| Employer contribution / active EE | $1,709 | $1,943-12.0% | $3,020-43.4% | $1,862-8.2% |
| Participant deferral / active EE | $3,077 | $3,149-2.3% | $4,887-37.0% | $2,980+3.2% |
| Admin fee / account holder | $157 | $4,142-96.2% | $14,289-98.9% | $3,703-95.8% |