Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $68,338 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP MSSB Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $43,619 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $560 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,686 | $36,916+15.6% | $156,551-72.7% | $57,658-26.0% |
| Participation rate | 69.0% | 63.4%+5.6pp | 84.0%-15.0pp | 70.2%-1.2pp |
| Annual return | 6.76% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,295 | $1,571-17.6% | $5,501-76.5% | $1,974-34.4% |
| Participant deferral / active EE | $2,629 | $1,926+36.5% | $4,871-46.0% | $3,061-14.1% |
| Admin fee / account holder | $171 | $82+107.0% | $13,028-98.7% | $95+80.6% |