| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC2 years Service code 28 · EIN 11-2418191 | Investment Management | $139,647 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 13.06% | 6915.14%-6902.1pp | 380.71%-367.7pp | 627.08%-614.0pp |
| Employer contribution / active EE | $20,219 | $39,618-49.0% | $45,089-55.2% | $18,824+7.4% |
| 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% |