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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CITI INVESTMENT MANAGEMENT Service code 19 · EIN 11-2418191 388 GREENWICH ST · NEW YORK, NC 10013 | Securities Custodian | $119,087 |
FIRST STATE TRUST COMPANY3 years Service code 59 · EIN 13-3124172 | Shareholder Servicing | $15,867 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 14.80% | 13.54%+1.3pp | 13.48%+1.3pp | 16.32%-1.5pp |
| Employer contribution / active EE | $52,974 | $37,659+40.7% | $47,067+12.5% | $17,007+211.5% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |