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| Provider | Service type | Compensation |
|---|---|---|
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $43,182 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Plan Administrator; Other fees; Inves... | $19,628 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Contract Administrator; Consulting (p... | $11,663 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,763 | $62,146-28.0% | $81,438-45.0% | $74,546-40.0% |
| Participation rate | 64.3% | 64.1%+0.2pp | 69.5%-5.2pp | 67.2%-2.9pp |
| Annual return | 11.36% | 16.49%-5.1pp | 24.74%-13.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,106 | $1,883+11.8% | $2,460-14.4% | $2,624-19.8% |
| Participant deferral / active EE | $2,575 | $3,229-20.3% | $3,883-33.7% | $4,347-40.8% |
| Admin fee / account holder | $411 | $1,922-78.6% | $5,764-92.9% | $1,944-78.9% |