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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $31,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,445 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $14,582 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,726 | $29,554+24.3% | $56,054-34.5% | $77,692-52.7% |
| Participation rate | 23.4% | 32.6%-9.2pp | 52.5%-29.0pp | 70.6%-47.1pp |
| Annual return | 10.73% | 18.89%-8.2pp | 1705.95%-1695.2pp | 31.25%-20.5pp |
| Employer contribution / active EE | $562 | $568-1.2% | $1,039-45.9% | $2,726-79.4% |
| Participant deferral / active EE | $857 | $1,061-19.2% | $1,952-56.1% | $4,648-81.6% |
| Admin fee / account holder | $295 | $1,046-71.8% | $2,822-89.6% | $431-31.5% |