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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 | Other Services | $21,650 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,910 |
MUNN & ASSOCIATES, PC2+ years Service code 10 · EIN 05-7092671 | Accounting | $8,750 |
Filed as: FIRST CITIZENS SECURITIES COMPANY Service code 49 | Other Services | $7,348 |
Filed as: FIRST CITIZENS INVESTORS SERVICES Service code 49 · EIN 56-1854695 | Other Services | $0 |
Filed as: FIRST CITIZENS SECURITIES CORP Service code 49 · EIN 20-3791941 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,265 | $42,772+3.5% | $87,507-49.4% | $55,167-19.8% |
| Participation rate | 70.5% | 66.5%+4.1pp | 73.8%-3.3pp | 69.0%+1.6pp |
| Annual return | 4.36% | 21.20%-16.8pp | 12.21%-7.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $249 | $1,277-80.5% | $2,550-90.2% | $1,963-87.3% |
| Participant deferral / active EE | $1,812 | $2,342-22.6% | $3,149-42.4% | $3,054-40.7% |
| Admin fee / account holder | $121 | $461-73.7% | $4,221-97.1% | $504-75.9% |