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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 27 · EIN 11-2418191 | Advisory (Plan) | $135,000 |
Service code 27 1918 EIGTH AVENUE, SUITE 3100 · SEATTLE, WA 98101 | Advisory (Plan) | $56,791 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -2.42% | -0.16%-2.3pp | -1.68%-0.7pp | 2.81%-5.2pp |
| Employer contribution / active EE | $0 | $33,118-100.0% | $44,959-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |