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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,334 |
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 · EIN 56-1854695 | Other Services | $8,753 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,430 | $35,986-21.0% | $77,513-63.3% | $73,493-61.3% |
| Participation rate | 80.0% | 40.8%+39.2pp | 54.2%+25.8pp | 70.7%+9.3pp |
| Annual return | 20.09% | 19.26%+0.8pp | 54.81%-34.7pp | 28.51%-8.4pp |
| Employer contribution / active EE | $172 | $557-69.2% | $987-82.6% | $2,270-92.4% |
| Participant deferral / active EE | $2,307 | $1,198+92.6% | $1,861+24.0% | $3,740-38.3% |
| Admin fee / account holder | $271 | $466-41.9% | $2,859-90.5% | $513-47.3% |