What are the fees in the E. P.E. Corporation 401(k) plan?

For plan year 2022, E. P.E. Corporation reported $36,951 in plan administrative expenses, or 1.93% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the E. P.E. Corporation 401(k)?

The average participant account balance was $2,540 for plan year 2022, based on 13 accounts.

E. P.E. Corporation401(k)

Name: E. P.E. Corporation 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

E. P.E. CORPORATION 401(K) PLAN · MANCHESTER, NH · plan year 2022

Reported admin expense ratio · 2022

1.93%

E. P.E. Corporation reported $36,951 in plan administrative expenses for 2022: 1.93% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Hampshire (410th of 411), and 13,640th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$33,018
Participants with balances13
Active participants17
Employer contributions—
Employee contributions$55,287
Employer contribution per active participant—
Average account balance$2,540
Benefits paid to participants$3,326,080
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BLETZER PLLC

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$36,951 · 1.93%

Similar plansManufacturing · New Hampshire
C&M Machine Products, Inc NH$2.5M · 0.37%
Textiles Coated, Inc. NH$2.4M · 0.37%
Spaulding Composites, Inc. NH$2.0M · 0.11%
The Mountain Corporation NH$383K · 2.63%
Fortis Industries, Inc. AL$42K · 0.40%
Mylocker, LLC MI$40K · 1.34%
Aviator Nation, Inc. CA$35K · 0.13%
Mamamancinis Inc NJ$34K · 0.03%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 042383545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.