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 |
|---|---|---|
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 | $80,705+18.0% | $115,768-17.7% | $67,986+40.1% |
| Participation rate | 85.0% | 63.0%+22.0pp | 74.4%+10.6pp | 57.2%+27.8pp |
| Annual return | 15.01% | 18.49%-3.5pp | 100.46%-85.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,709 | $2,046-16.5% | $2,940-41.9% | $2,019-15.3% |
| Participant deferral / active EE | $3,077 | $3,559-13.5% | $4,917-37.4% | $3,358-8.4% |
| Admin fee / account holder | $157 | $4,135-96.2% | $12,439-98.7% | $3,203-95.1% |