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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC Service code 15 · EIN 16-1450952 | Recordkeeping | $10,086 |
Filed as: GEM-YOUNG Service code 27 · EIN 46-5439400 | Advisory (Plan) | $4,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,099 | $78,562+8.3% | $105,608-19.4% | $74,429+14.3% |
| Participation rate | 76.1% | 72.8%+3.3pp | 75.3%+0.8pp | 67.2%+8.9pp |
| Annual return | 19.61% | 15.94%+3.7pp | 116.50%-96.9pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $1,688 | $2,521-33.1% | $3,167-46.7% | $2,625-35.7% |
| Participant deferral / active EE | $2,996 | $4,321-30.7% | $5,010-40.2% | $4,348-31.1% |
| Admin fee / account holder | $147 | $2,217-93.4% | $11,028-98.7% | $1,944-92.5% |