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 | $30,824 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,180 | $130,294+34.4% | $170,057+3.0% | $71,529+144.9% |
| Participation rate | 98.0% | 86.2%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 14.71% | 20.36%-5.7pp | 53.42%-38.7pp | 28.97%-14.3pp |
| Employer contribution / active EE | $3,315 | $4,385-24.4% | $6,790-51.2% | $2,590+28.0% |
| Participant deferral / active EE | $6,167 | $6,928-11.0% | $10,411-40.8% | $4,291+43.7% |
| Admin fee / account holder | $145 | $966-85.0% | $12,826-98.9% | $1,588-90.9% |