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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK & TRUST. Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $27,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,031 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,651 | $113,293-71.2% | $67,502-51.6% | $199,593-83.6% |
| Participation rate | 42.0% | 73.3%-31.3pp | 72.9%-30.8pp | 72.0%-29.9pp |
| Annual return | 26.86% | 15.88%+11.0pp | 3512.12%-3485.3pp | 34.25%-7.4pp |
| Employer contribution / active EE | $978 | $3,401-71.2% | $2,731-64.2% | $3,034-67.8% |
| Participant deferral / active EE | $2,421 | $4,159-41.8% | $4,000-39.5% | $5,087-52.4% |
| Admin fee / account holder | $60 | $103-41.9% | $3,998-98.5% | $269-77.9% |