Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 27 153 EAST 53RD STREET · NEW YORK, NY 10022 | Advisory (Plan) | $296,115 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 21 111 E. KILBOURN AVE · MILWAUKEE, WI 53202 | Bank Trustee | $49,940 |
MADISON INVESTMENT ADVISORS1+ years Service code 27 · EIN 54-1815009 | Advisory (Plan) | $24,867 |
ALLIANZ GLOBAL INVESTORS1+ years Service code 27 · EIN 06-1349805 | Advisory (Plan) | $5,462 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 27 · EIN 90-0860898 | Advisory (Plan) | $4,183 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 27 · EIN 27-0684167 | Advisory (Plan) | $3,194 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Plan reported a final filing / termination within the last year.
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 | $261,171-100.0% | $252,559-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | 1.16% | -1.71%+2.9pp | -1.68%+2.8pp | -2.16%+3.3pp |
| Employer contribution / active EE | $0 | $47,449-100.0% | $44,959-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |