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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK AND TRUST CO Service code 27 · EIN 56-0223230 | Advisory (Plan) | $44,670 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,971 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 49 · EIN 26-1233837 | Other Services | $9,243 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,859 | $91,710-43.5% | $67,560-23.2% | $77,762-33.3% |
| Participation rate | 48.6% | 76.0%-27.5pp | 72.9%-24.4pp | 70.6%-22.0pp |
| Annual return | 15.68% | 14.88%+0.8pp | 3533.50%-3517.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,625 | $3,187-49.0% | $2,737-40.6% | $2,728-40.4% |
| Participant deferral / active EE | $2,525 | $3,911-35.4% | $4,004-36.9% | $4,651-45.7% |
| Admin fee / account holder | $205 | $245-16.2% | $3,994-94.9% | $433-52.6% |