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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $34,892 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Participant communication; Claims pro... | $6,064 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,076 | $71,192-31.1% | $117,861-58.4% | $62,293-21.2% |
| Participation rate | 60.9% | 74.2%-13.4pp | 79.7%-18.8pp | 69.5%-8.6pp |
| Annual return | 10.67% | 18.66%-8.0pp | 335.11%-324.4pp | 28.90%-18.2pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $846 | $3,189-73.5% | $4,482-81.1% | $3,169-73.3% |
| Admin fee / account holder | $321 | $587-45.3% | $8,021-96.0% | $479-33.0% |