Filed December 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PARSEC FINANCIAL MANAGEMENT2+ years Filed as: PARSEC FINANCIAL MANAGEMENT, INC. Service code 21 · EIN 56-1443390 | Bank Trustee | $16,186 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,742 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $6,637 |
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.
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 | $47,296 | $63,924-26.0% | $108,582-56.4% | $55,167-14.3% |
| Participation rate | 59.3% | 74.3%-15.1pp | 79.6%-20.3pp | 69.0%-9.7pp |
| Annual return | 8.56% | 15.31%-6.8pp | -51.70%+60.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $556 | $1,879-70.4% | $3,758-85.2% | $1,963-71.7% |
| Participant deferral / active EE | $1,387 | $3,067-54.8% | $4,311-67.8% | $3,054-54.6% |
| Admin fee / account holder | $261 | $618-57.8% | $7,645-96.6% | $504-48.3% |