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 | $33,136 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,958 | $102,661+43.1% | $151,645-3.1% | $66,949+119.5% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -13.27% | -10.81%-2.5pp | 3.34%-16.6pp | 1.57%-14.8pp |
| Employer contribution / active EE | $3,222 | $4,184-23.0% | $6,165-47.7% | $2,545+26.6% |
| Participant deferral / active EE | $5,795 | $6,645-12.8% | $8,363-30.7% | $4,239+36.7% |
| Admin fee / account holder | $147 | $630-76.6% | $11,614-98.7% | $594-75.2% |