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 | $122,063+67.9% | $184,256+11.3% | $74,478+175.2% |
| Participation rate | 97.7% | 85.5%+12.2pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 13.99% | 19.92%-5.9pp | 28.85%-14.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,579 | $4,539-21.1% | $6,427-44.3% | $2,626+36.3% |
| Participant deferral / active EE | $6,370 | $7,144-10.8% | $9,133-30.3% | $4,350+46.4% |
| Admin fee / account holder | $173 | $1,253-86.2% | $13,899-98.8% | $1,946-91.1% |