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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $36,099 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Recordkeeping fees; Direct payment fr... | $6,014 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,771 | $66,302-29.5% | $110,238-57.6% | $56,287-16.9% |
| Participation rate | 61.4% | 74.9%-13.5pp | 79.8%-18.4pp | 69.9%-8.5pp |
| Annual return | -2.16% | -1.18%-1.0pp | 314.74%-316.9pp | -9.96%+7.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,026 | $3,381-69.7% | $4,672-78.0% | $3,350-69.4% |
| Admin fee / account holder | $344 | $698-50.7% | $8,547-96.0% | $521-33.9% |