Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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 |
|---|---|---|
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 | $122,239+67.7% | $184,200+11.3% | $74,546+175.0% |
| Participation rate | 97.7% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.80%-14.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,579 | $4,537-21.1% | $6,424-44.3% | $2,624+36.4% |
| Participant deferral / active EE | $6,370 | $7,139-10.8% | $9,132-30.2% | $4,347+46.5% |
| Admin fee / account holder | $173 | $1,260-86.2% | $13,907-98.8% | $1,944-91.1% |