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| Provider | Service type | Compensation |
|---|---|---|
FIRST CITIZENS BANK & TRUST COMPANY10+ years Service code 19 · EIN 56-0223230 | Securities Custodian | $115,504 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $100,485 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 4.92% | 8.12%-3.2pp | 9.82%-4.9pp | 8.21%-3.3pp |
| Employer contribution / active EE | $0 | $16,766-100.0% | $30,322-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |