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 | $5,571 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,173 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,623 | $70,667-82.1% | $123,105-89.7% | $52,331-75.9% |
| Participation rate | 81.3% | 83.7%-2.5pp | 86.8%-5.5pp | 68.1%+13.1pp |
| Annual return | 0.64% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,127 | $2,946-27.8% | $5,151-58.7% | $1,882+13.0% |
| Participant deferral / active EE | $1,987 | $4,493-55.8% | $6,229-68.1% | $3,022-34.2% |
| Admin fee / account holder | $22 | $506-95.6% | $9,014-99.8% | $592-96.2% |