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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $55,880 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Claims processing; Recordkeeping fees... | $8,548 |
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 | $41,549 | $81,474-49.0% | $133,971-69.0% | $73,493-43.5% |
| Participation rate | 95.8% | 76.4%+19.5pp | 79.8%+16.0pp | 70.7%+25.2pp |
| Annual return | 9.58% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,649 | $2,209+19.9% | $3,919-32.4% | $2,270+16.7% |
| Participant deferral / active EE | $1,490 | $3,786-60.7% | $5,047-70.5% | $3,740-60.2% |
| Admin fee / account holder | $304 | $713-57.4% | $8,929-96.6% | $513-40.8% |