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.
| Provider | Service type | Compensation |
|---|---|---|
CITIBANK1 year Service code 27 · EIN 52-1568099 | Advisory (Plan) | $1,410,841 |
PARTNERSHIP STRATEGIES, LLC7+ years Service code 17 · EIN 26-1346279 | Pension Consulting | $250,000 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $59,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 12.43% | 7.36%+5.1pp | 9.78%+2.7pp | 13.24%-0.8pp |
| Employer contribution / active EE | $83,537 | $40,685+105.3% | $46,889+78.2% | $14,616+471.5% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |