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 COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $17,669 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,446 | $80,005-66.9% | $140,019-81.1% | $55,725-52.5% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.6pp |
| Annual return | 10.76% | 0.46%+10.3pp | 651.17%-640.4pp | 244.93%-234.2pp |
| Employer contribution / active EE | $3,286 | $3,403-3.4% | $5,605-41.4% | $2,078+58.1% |
| Participant deferral / active EE | $3,221 | $5,264-38.8% | $6,927-53.5% | $3,356-4.0% |
| Admin fee / account holder | $44 | $116-62.4% | $10,705-99.6% | $115-62.2% |