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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) | $83,798 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $63,789 |
BOTT-ANDERSON PARTNERS, INC.1+ years Service code 17 · EIN 56-2325169 | Pension Consulting | $30,000 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $21,492 |
BMO HARRIS BANK NA1+ years Service code 18 · EIN 36-2085229 | Custodial (other than securities); Di... | $15,434 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -0.64% | -1.73%+1.1pp | -3.43%+2.8pp | -7.14%+6.5pp |
| Employer contribution / active EE | $501 | $18,310-97.3% | $25,607-98.0% | $14,613-96.6% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |