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 |
|---|---|---|
CITIBANK3 years Service code 27 · EIN 52-1568099 | Advisory (Plan) | $1,479,294 |
PARTNERSHIP STRATEGIES, LLC9+ years Service code 17 · EIN 26-1346279 | Pension Consulting | $250,000 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $64,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 12.60% | 11.98%+0.6pp | 35.16%-22.6pp | 37.77%-25.2pp |
| Employer contribution / active EE | $134,973 | $57,753+133.7% | $46,401+190.9% | $15,798+754.4% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |