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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 36-3815082 | Legal | $107,364 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: SMITH BARNEY CITIGROUP Service code 28 · EIN 11-2418191 | Investment Management | $86,628 |
TOPEL FORMAN LLC2+ years Service code 10 · EIN 36-2469413 | Accounting | $58,910 |
TED WINDSOR & ASSOCIATES2+ 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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 0.54% | 10.88%-10.3pp | 9.39%-8.9pp | 13.95%-13.4pp |
| Employer contribution / active EE | $15,693 | $18,458-15.0% | $33,466-53.1% | $16,598-5.5% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |