| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC3 years Service code 28 · EIN 11-2418191 | Investment Management | $158,164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 11.79% | 7.94%+3.8pp | 9.78%+2.0pp | 11.84%0pp |
| Employer contribution / active EE | $14,530 | $42,390-65.7% | $46,889-69.0% | $17,339-16.2% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |