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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $60,702 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Recordkeeping fees; Participant commu... | $12,449 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,620 | $86,655-49.7% | $119,622-63.5% | $66,938-34.8% |
| Participation rate | 94.8% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+25.0pp |
| Annual return | -12.99% | -8.00%-5.0pp | -14.98%+2.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,851 | $2,536+12.4% | $4,232-32.6% | $2,545+12.0% |
| Participant deferral / active EE | $2,051 | $4,358-52.9% | $5,601-63.4% | $4,238-51.6% |
| Admin fee / account holder | $409 | $755-45.9% | $10,328-96.0% | $594-31.1% |