Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CITIBANK1 year Service code 28 · EIN 13-5266470 | Investment Management | $53,774 |
BRENTWOOD ASSET ADVISORS1 year Service code 11 5999-B RIDGEVIEW STREET · CAMARILLO, CA 93012 | Actuarial | $35,000 |
SIKICH LLP7 years Service code 10 · EIN 36-3168081 | Accounting | $12,000 |
THE SEGAL COMPANY8+ years Filed as: SEGAL-SIBSON CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $8,221 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -84.53% | 12.39%-96.9pp | 10.22%-94.8pp | -14.65%-69.9pp |
| Employer contribution / active EE | $0 | $53,670-100.0% | $51,212-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |