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 | $46,606 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,871 | $60,545-19.3% | $92,240-47.0% | $69,631-29.8% |
| Participation rate | 48.9% | 72.2%-23.3pp | 76.5%-27.6pp | 70.7%-21.8pp |
| Annual return | 16.74% | 19.71%-3.0pp | 176.29%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $302 | $2,633-88.5% | $3,680-91.8% | $2,032-85.1% |
| Participant deferral / active EE | $1,750 | $2,828-38.1% | $3,897-55.1% | $3,224-45.7% |
| Admin fee / account holder | $232 | $145+60.2% | $5,194-95.5% | $110+110.0% |