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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK & TRUST. Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $23,810 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,726 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,726 | $101,499-64.8% | $147,005-75.7% | $74,546-52.1% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 25.42% | 8732.34%-8706.9pp | 418.76%-393.3pp | 1366.03%-1340.6pp |
| Employer contribution / active EE | $1,093 | $3,811-71.3% | $4,934-77.9% | $2,624-58.4% |
| Participant deferral / active EE | $6,568 | $7,304-10.1% | $8,070-18.6% | $4,347+51.1% |
| Admin fee / account holder | $139 | $1,748-92.0% | $13,006-98.9% | $1,944-92.8% |