Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (78)
Highest in Peer Group (90)

Plan Description

Citigroup Retirement Savings Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Citigroup Retirement Savings Plan currently has over 119,300 active participants and over $12.4B in plan assets.

Did you know?

For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (81) and the top rated plan (90) could equate to:
7
Additional years of work
81,117
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 750 Washington Blvd 8th Floor
  • Location
    Stamford , CT
  • 06901
  • Industry
    Finance and Insurance
  • Administrator
    Lori Szerencsy
  • Sponsor
    John Santoro
  • Net Plan Assets
    $12,400,000,000
  • Total Participants
    120,000
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Average

Peer Group Plans

Company Rating
Microsoft 89.6
Mastercard International 86.3
T. Rowe Price Group 85.7
Oracle 83.0
Humana 79.9
The Progressive 75.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

36

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock S&P 500 Index High Balance Fund 22%
N/A
BlackRock, Inc. Blackrock Lifepath Index 18%
N/A
Total Other Investments 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Alight Financial Solutions, LLC
Corporate Trustee
BlackRock, Inc.
Investment Adviser
Lazard Asset Management LLC
Consultant
Citigroup
Investment Adviser
Callan Associates
Corporate Trustee
BNY Mellon
Consultant
Fiduciary Counselors, Inc.
Legal Counsel
Proskauer Rose LLP
Legal Counsel
Morgan, Lewis & Bockius, LLP
Auditor
Kpmg, LLP

Articles and Questions

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