Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITI PRIVATE BANK Service code 27 · EIN 13-5266470 | Advisory (Plan) | $110,356 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $17,845 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 9.15% | 7.78%+1.4pp | 8.04%+1.1pp | 8.21%+0.9pp |
| Employer contribution / active EE | $98,816 | $18,545+432.8% | $42,693+131.5% | $13,841+613.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |