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| Provider | Service type | Compensation |
|---|---|---|
PARSEC FINANCIAL MANAGEMENT4+ years Filed as: PARSEC FINANCIAL Service code 27 6 WALL STREET · ASHEVILLE, NC 28801 | Advisory (Plan) | $22,757 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $9,455 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 60 | Sub-TA Fees | $4,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $93,911 | $66,302+41.6% | $110,243-14.8% | $56,289+66.8% |
| Participation rate | 67.3% | 74.9%-7.6pp | 79.8%-12.5pp | 69.9%-2.5pp |
| Annual return | -7.60% | -1.18%-6.4pp | 314.76%-322.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,519 | $2,047-25.8% | $3,827-60.3% | $2,111-28.1% |
| Participant deferral / active EE | $2,870 | $3,381-15.1% | $4,672-38.6% | $3,350-14.3% |
| Admin fee / account holder | $419 | $698-40.0% | $8,548-95.1% | $521-19.5% |