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| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP MSSB Service code 16 201 PLAZA TWO · JERSEY CITY, NJ 07311 | Consulting | $33,597 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $33,560 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,622 | $54,320+66.8% | $67,652+34.0% | $52,331+73.2% |
| Participation rate | 66.2% | 73.6%-7.4pp | 75.7%-9.5pp | 68.1%-2.0pp |
| Annual return | 0.25% | 6.81%-6.6pp | 6625.40%-6625.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,204 | $1,544-22.0% | $2,266-46.9% | $1,882-36.0% |
| Participant deferral / active EE | $8,419 | $2,950+185.4% | $3,560+136.5% | $3,022+178.6% |
| Admin fee / account holder | $245 | $527-53.5% | $4,821-94.9% | $592-58.6% |