Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 27-1175487 | Actuarial | $76,627 |
CITIBANK1 year Service code 27 · EIN 13-5266470 | Advisory (Plan) | $56,697 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $9,000 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $7,523 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 2.04% | 7.94%-5.9pp | 9.78%-7.7pp | 11.84%-9.8pp |
| Employer contribution / active EE | $134,826 | $42,390+218.1% | $46,889+187.5% | $17,339+677.6% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |