Filed July 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EP WEALTH ADVISORS LLC5 years Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $53,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,235 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,629 |
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 | $142,347 | $84,784+67.9% | $98,461+44.6% | $74,460+91.2% |
| Participation rate | 99.0% | 81.5%+17.5pp | 75.2%+23.9pp | 70.7%+28.3pp |
| Annual return | 16.78% | 20.59%-3.8pp | 21.17%-4.4pp | 34.38%-17.6pp |
| Employer contribution / active EE | $6,320 | $3,364+87.9% | $3,049+107.3% | $2,638+139.6% |
| Participant deferral / active EE | $8,353 | $5,218+60.1% | $4,738+76.3% | $4,530+84.4% |
| Admin fee / account holder | $250 | $204+22.5% | $8,961-97.2% | $348-28.0% |