Filed July 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $58,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,674 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,078 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,929 | $81,948+62.2% | $90,766+46.5% | $64,824+105.1% |
| Participation rate | 99.4% | 80.5%+18.9pp | 75.7%+23.7pp | 71.5%+27.9pp |
| Annual return | -13.90% | -12.53%-1.4pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $8,161 | $3,067+166.1% | $2,922+179.3% | $2,507+225.5% |
| Participant deferral / active EE | $7,205 | $4,844+48.7% | $4,565+57.8% | $4,311+67.1% |
| Admin fee / account holder | $276 | $157+75.5% | $8,446-96.7% | $188+46.8% |