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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC8+ years Filed as: CITI GLOBAL MARKETS INC. Service code 27 · EIN 11-2418191 666 FIFTH AVENUE · NEW YORK, NY 10103 | Advisory (Plan) | $279,426 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 6.53% | 8.15%-1.6pp | 8.04%-1.5pp | 8.76%-2.2pp |
| Employer contribution / active EE | $90,824 | $60,767+49.5% | $42,693+112.7% | $16,664+445.0% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |