Filed August 19, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CITIBANK4 years Service code 27 · EIN 52-1568099 | Advisory (Plan) | $1,876,954 |
PARTNERSHIP STRATEGIES, LLC10+ years Service code 17 · EIN 26-1346279 | Pension Consulting | $250,000 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $54,010 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 9.21% | 8.15%+1.1pp | 8.04%+1.2pp | 8.76%+0.5pp |
| Employer contribution / active EE | $147,956 | $60,767+143.5% | $42,698+246.5% | $16,650+788.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |