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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) | $32,201 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Claims processing; Other fees; Plan A... | $20,126 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,517 |
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 | $66,299 | $101,672-34.8% | $147,117-54.9% | $74,478-11.0% |
| Participation rate | 68.5% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.3pp |
| Annual return | 17.99% | 8757.83%-8739.8pp | 420.54%-402.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $2,472 | $3,813-35.2% | $4,932-49.9% | $2,626-5.9% |
| Participant deferral / active EE | $5,724 | $7,305-21.6% | $8,065-29.0% | $4,350+31.6% |
| Admin fee / account holder | $370 | $1,753-78.9% | $12,993-97.2% | $1,946-81.0% |