Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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 |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $8,708 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ 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 | $15,628 | $71,802-78.2% | $133,975-88.3% | $57,658-72.9% |
| Participation rate | 78.6% | 85.5%-6.8pp | 87.1%-8.4pp | 70.2%+8.4pp |
| Annual return | 19.17% | 13.51%+5.7pp | 29.29%-10.1pp | 5.13%+14.0pp |
| Employer contribution / active EE | $2,552 | $3,161-19.3% | $5,211-51.0% | $1,974+29.3% |
| Participant deferral / active EE | $2,512 | $4,606-45.5% | $6,282-60.0% | $3,061-17.9% |
| Admin fee / account holder | $28 | $88-67.7% | $9,324-99.7% | $95-70.1% |