Filed November 12, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS NATIONAL Service code 21 · EIN 62-0201100 | Bank Trustee | $87,773 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,251 |
ATA, PC1 year Service code 49 · EIN 62-1110839 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,321 | $129,227-19.3% | $184,256-43.4% | $77,762+34.2% |
| Participation rate | 96.4% | 87.4%+9.0pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 15.17% | 33.24%-18.1pp | 28.85%-13.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $2,455 | $4,412-44.4% | $6,427-61.8% | $2,728-10.0% |
| Participant deferral / active EE | $5,160 | $7,307-29.4% | $9,133-43.5% | $4,651+11.0% |
| Admin fee / account holder | $396 | $256+54.7% | $13,899-97.2% | $433-8.6% |