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| Provider | Service type | Compensation |
|---|---|---|
CITIBANK2 years Filed as: CITIBANK, N.A. Service code 51 1 PENNS WAY · NEW CASTLE, DE 19721 | Investment Mgmt Fees | $73,476 |
MERCER4+ years Service code 11 · EIN 13-2834414 1717 ARCH STREET, SUITE 1100 · PHILADELPHIA, PA 191032754 | Actuarial | $70,481 |
WILMINGTON TRUST4+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Directed Trustee | $32,492 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -4.54% | -1.00%-3.5pp | -3.19%-1.3pp | 10.56%-15.1pp |
| Employer contribution / active EE | $0 | $16,990-100.0% | $48,658-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |