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 COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $42,581 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,389 | $121,341+46.2% | $189,545-6.4% | $79,389+123.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.08% | 21.08%-7.0pp | 555.36%-541.3pp | 116.89%-102.8pp |
| Employer contribution / active EE | $3,086 | $3,915-21.2% | $6,162-49.9% | $2,428+27.1% |
| Participant deferral / active EE | $5,624 | $6,395-12.1% | $8,220-31.6% | $4,046+39.0% |
| Admin fee / account holder | $178 | $651-72.6% | $12,049-98.5% | $626-71.6% |