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 | $92,076+67.4% | $105,608+45.9% | $77,714+98.3% |
| Participation rate | 95.2% | 81.0%+14.2pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 13.92% | 17.84%-3.9pp | 116.50%-102.6pp | 31.26%-17.3pp |
| Employer contribution / active EE | $6,359 | $3,370+88.7% | $3,167+100.8% | $2,727+133.2% |
| Participant deferral / active EE | $8,231 | $5,390+52.7% | $5,010+64.3% | $4,649+77.0% |
| Admin fee / account holder | $266 | $219+21.4% | $11,028-97.6% | $433-38.6% |