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| 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 | $50,902-41.2% | $155,534-80.8% | $77,736-61.5% |
| Participation rate | 87.5% | 63.1%+24.4pp | 78.2%+9.2pp | 70.6%+16.9pp |
| Annual return | 16.57% | 34.85%-18.3pp | 64.92%-48.3pp | 31.26%-14.7pp |
| Employer contribution / active EE | $1,321 | $1,991-33.7% | $4,675-71.7% | $2,728-51.6% |
| Participant deferral / active EE | $3,301 | $2,824+16.9% | $5,630-41.4% | $4,651-29.0% |
| Admin fee / account holder | $197 | $437-54.8% | $15,900-98.8% | $433-54.4% |