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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $10,331 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $7,760 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,667 | $72,492-72.9% | $87,104-77.4% | $72,975-73.1% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.9%-45.3pp | 69.5%-37.9pp |
| Annual return | -0.10% | 24.46%-24.6pp | 28.19%-28.3pp | 81.01%-81.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,183 | $3,270-63.8% | $4,048-70.8% | $3,608-67.2% |
| Admin fee / account holder | $297 | $5,055-94.1% | $7,491-96.0% | $5,124-94.2% |