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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: SMITH BARNEY CITIGROUP Service code 28 · EIN 11-2418191 | Investment Management | $95,236 |
TOPEL FORMAN LLC1+ years Service code 10 · EIN 36-2469413 | Accounting | $49,910 |
Service code 29 · EIN 36-3815082 | Legal | $41,661 |
TED WINDSOR & ASSOCIATES1+ years Filed as: TED WINDSOR & ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $20,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 1.22% | 4.08%-2.9pp | 3.97%-2.8pp | 11.88%-10.7pp |
| Employer contribution / active EE | $17,464 | $19,692-11.3% | $28,168-38.0% | $14,612+19.5% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |