Filed July 8, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
EP WEALTH ADVISORS LLC6 years Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $58,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,406 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,346 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $154,126 | $92,186+67.2% | $105,624+45.9% | $77,762+98.2% |
| Participation rate | 95.2% | 81.0%+14.1pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 13.92% | 17.83%-3.9pp | 116.20%-102.3pp | 31.27%-17.3pp |
| Employer contribution / active EE | $6,359 | $3,376+88.4% | $3,168+100.8% | $2,728+133.1% |
| Participant deferral / active EE | $8,231 | $5,395+52.6% | $5,013+64.2% | $4,651+77.0% |
| Admin fee / account holder | $266 | $219+21.4% | $10,961-97.6% | $433-38.6% |