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 |
|---|---|---|
HIGH POINT BANK2+ years Service code 21 · EIN 56-6129051 | Bank Trustee | $8,552 |
BANK OF NORTH CAROLINA1 year Service code 21 · EIN 56-1663154 | Bank Trustee | $8,405 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,156 | $64,909-59.7% | $82,312-68.2% | $62,293-58.0% |
| Participation rate | 56.4% | 74.9%-18.5pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 11.25% | 21.18%-9.9pp | 25.88%-14.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,827 | $3,103-41.1% | $3,706-50.7% | $3,169-42.4% |
| Admin fee / account holder | $114 | $440-74.0% | $5,608-98.0% | $479-76.2% |