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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC6+ years Filed as: CITI GLOBAL MARKETS INC. Service code 27 · EIN 11-2418191 666 FIFTH AVENUE · NEW YORK, NY 10103 | Advisory (Plan) | $291,422 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -15.19% | -11.16%-4.0pp | 10.22%-25.4pp | 39.82%-55.0pp |
| Employer contribution / active EE | $97,452 | $48,316+101.7% | $51,212+90.3% | $19,980+387.7% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |