Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $22,970 |
EP WEALTH ADVISORS LLC3 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $20,306 |
Service code 12 · EIN 47-0098400 | Consulting (pension); Foreign entity ... | $9,830 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,339 | $83,090-46.6% | $130,062-65.9% | $71,529-38.0% |
| Participation rate | 94.3% | 74.1%+20.2pp | 78.5%+15.8pp | 67.9%+26.3pp |
| Annual return | 17.15% | 20.61%-3.5pp | -137.37%+154.5pp | 28.97%-11.8pp |
| Employer contribution / active EE | $955 | $2,624-63.6% | $4,322-77.9% | $2,590-63.1% |
| Participant deferral / active EE | $4,824 | $4,436+8.8% | $5,821-17.1% | $4,291+12.4% |
| Admin fee / account holder | $424 | $1,727-75.5% | $10,601-96.0% | $1,588-73.3% |