Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CITIBANK4 years Service code 27 · EIN 13-5266470 | Advisory (Plan) | $439,015 |
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $101,029 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $41,275 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $14,800 |
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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 | 8.36% | 8.15%+0.2pp | 8.04%+0.3pp | 8.76%-0.4pp |
| Employer contribution / active EE | $197,062 | $60,767+224.3% | $42,693+361.6% | $16,664+1082.5% |
| 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% | - |