Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,697 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 · EIN 56-0223230 | Advisory (Plan) | $30,512 |
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,936 | $50,812-41.1% | $155,602-80.8% | $77,692-61.5% |
| Participation rate | 87.5% | 63.1%+24.4pp | 78.2%+9.3pp | 70.6%+16.9pp |
| Annual return | 16.57% | 34.85%-18.3pp | 64.81%-48.2pp | 31.25%-14.7pp |
| Employer contribution / active EE | $1,321 | $1,989-33.6% | $4,675-71.7% | $2,726-51.6% |
| Participant deferral / active EE | $3,301 | $2,822+16.9% | $5,629-41.4% | $4,648-29.0% |
| Admin fee / account holder | $197 | $436-54.7% | $15,923-98.8% | $431-54.1% |