Filed August 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $613,683 |
CITIGROUP GLOBAL MARKETS INC4+ years Filed as: CITIGROUP MSSB Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $102,777 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER GROSSBARD ADVISORS LLP Service code 10 · EIN 46-2958029 | Accounting | $14,500 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,027 | $32,284-22.5% | $74,551-66.4% | $68,904-63.7% |
| Participation rate | 59.2% | 58.1%+1.2pp | 69.1%-9.9pp | 74.1%-14.9pp |
| Annual return | -1.77% | -4.24%+2.5pp | 32.53%-34.3pp | 1.07%-2.8pp |
| Employer contribution / active EE | $225 | $782-71.2% | $1,961-88.5% | $2,540-91.1% |
| Participant deferral / active EE | $949 | $1,518-37.5% | $3,108-69.5% | $4,015-76.4% |
| Admin fee / account holder | $163 | $72+125.9% | $5,059-96.8% | $71+128.5% |