Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 27 · EIN 11-2418191 | Advisory (Plan) | $74,496 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $44,854 |
BOTT-ANDERSON PARTNERS, INC.2+ years Service code 17 · EIN 56-2325169 | Pension Consulting | $30,000 |
BMO HARRIS BANK NA2+ years Service code 18 · EIN 36-2085229 | Direct payment from the plan; Custodi... | $15,506 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 0.19% | 4.69%-4.5pp | 5.44%-5.2pp | 4.56%-4.4pp |
| Employer contribution / active EE | $6,141 | $15,631-60.7% | $25,481-75.9% | $15,526-60.4% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |