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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $33,328 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Claims processing; Participant loan p... | $6,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,711 | $63,924-28.5% | $108,582-57.9% | $55,167-17.1% |
| Participation rate | 64.6% | 74.3%-9.8pp | 79.6%-15.0pp | 69.0%-4.4pp |
| Annual return | 7.08% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $907 | $3,067-70.4% | $4,311-79.0% | $3,054-70.3% |
| Admin fee / account holder | $308 | $618-50.2% | $7,645-96.0% | $504-38.9% |