Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $56,894 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Recordk... | $10,924 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,341 | $83,045-47.8% | $130,026-66.7% | $71,495-39.4% |
| Participation rate | 97.0% | 74.1%+22.8pp | 78.5%+18.5pp | 67.9%+29.0pp |
| Annual return | 11.58% | 20.61%-9.0pp | -137.26%+148.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $1,849 | $2,623-29.5% | $4,321-57.2% | $2,589-28.6% |
| Participant deferral / active EE | $2,072 | $4,436-53.3% | $5,821-64.4% | $4,291-51.7% |
| Admin fee / account holder | $348 | $1,727-79.9% | $10,608-96.7% | $1,588-78.1% |