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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK & TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $11,404 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,826 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,840 | $33,067+41.7% | $76,523-38.8% | $56,287-16.8% |
| Participation rate | 39.5% | 55.4%-15.9pp | 68.0%-28.5pp | 69.9%-30.4pp |
| Annual return | -5.80% | 2.72%-8.5pp | -0.27%-5.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,915 | $2,240-14.5% | $3,835-50.1% | $3,350-42.8% |
| Admin fee / account holder | $313 | $537-41.7% | $4,848-93.5% | $521-40.0% |