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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,334 |
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 · EIN 56-0223230 | Advisory (Plan) | $16,588 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 49 · EIN 26-1233837 | Other Services | $6,222 |
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 | $37,393 | $79,151-52.8% | $60,906-38.6% | $64,819-42.3% |
| Participation rate | 41.9% | 77.7%-35.8pp | 73.1%-31.2pp | 71.5%-29.6pp |
| Annual return | -12.45% | -7.12%-5.3pp | 16.94%-29.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $1,484 | $3,052-51.4% | $2,703-45.1% | $2,507-40.8% |
| Participant deferral / active EE | $2,231 | $3,727-40.2% | $3,814-41.5% | $4,311-48.3% |
| Admin fee / account holder | $113 | $106+7.3% | $3,227-96.5% | $188-39.6% |