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 | $26,721 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $11,735 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $112,458 | $79,523+41.4% | $140,019-19.7% | $56,289+99.8% |
| Participation rate | 97.3% | 85.7%+11.6pp | 87.5%+9.8pp | 69.9%+27.4pp |
| Annual return | -6.78% | 2.39%-9.2pp | 651.17%-658.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,450 | $3,350-26.9% | $5,605-56.3% | $2,111+16.0% |
| Participant deferral / active EE | $4,124 | $5,129-19.6% | $6,927-40.5% | $3,350+23.1% |
| Admin fee / account holder | $96 | $614-84.3% | $10,705-99.1% | $521-81.5% |