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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 | $181,740 |
FIRST STATE TRUST COMPANY4 years Service code 59 · EIN 13-3124172 | Shareholder Servicing | $20,042 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 15.50% | 6915.14%-6899.6pp | 380.71%-365.2pp | 627.08%-611.6pp |
| Employer contribution / active EE | $50,925 | $39,618+28.5% | $45,089+12.9% | $18,824+170.5% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |