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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 · EIN 56-0223230 | Advisory (Plan) | $28,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,077 |
Service code 49 · EIN 26-1233837 | Other Services | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,691 | $65,322-22.4% | $70,476-28.1% | $73,493-31.0% |
| Participation rate | 21.6% | 77.0%-55.3pp | 75.1%-53.4pp | 70.7%-49.1pp |
| Annual return | 12.05% | 15.71%-3.7pp | 109.12%-97.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,425 | $2,460-1.4% | $2,738-11.4% | $2,270+6.8% |
| Participant deferral / active EE | $3,808 | $3,375+12.8% | $3,710+2.6% | $3,740+1.8% |
| Admin fee / account holder | $180 | $214-16.0% | $3,847-95.3% | $513-65.0% |