Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CITIBANK5 years Filed as: CITIBANK, N.A. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $130,091 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $84,332 |
WILMINGTON TRUST7+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $35,007 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 0.66% | 13.03%-12.4pp | 9.07%-8.4pp | 18.35%-17.7pp |
| Employer contribution / active EE | $90,909 | $14,235+538.6% | $46,116+97.1% | $14,669+519.7% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |