Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST CO Service code 21 · EIN 56-0223230 | Bank Trustee | $34,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,993 | $122,042+68.0% | $184,243+11.3% | $74,429+175.4% |
| Participation rate | 97.7% | 85.5%+12.2pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 13.99% | 19.91%-5.9pp | 28.82%-14.8pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $3,579 | $4,538-21.1% | $6,427-44.3% | $2,625+36.4% |
| Participant deferral / active EE | $6,370 | $7,143-10.8% | $9,132-30.3% | $4,348+46.5% |
| Admin fee / account holder | $173 | $1,252-86.2% | $13,914-98.8% | $1,944-91.1% |