Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $27,136 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $11,411 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,376 | $89,739+25.2% | $149,721-24.9% | $62,293+80.4% |
| Participation rate | 88.8% | 85.1%+3.7pp | 87.1%+1.7pp | 69.5%+19.3pp |
| Annual return | 12.97% | 21.01%-8.0pp | 1501.67%-1488.7pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,271 | $3,233-29.8% | $5,444-58.3% | $2,042+11.2% |
| Participant deferral / active EE | $3,797 | $4,797-20.9% | $6,568-42.2% | $3,169+19.8% |
| Admin fee / account holder | $90 | $551-83.7% | $11,282-99.2% | $479-81.3% |