Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Average plan with room to improve
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
100
Total plan cost
50
Plan health
21
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).
Bottom-decile employer contributions per participant (10th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITADEL CONSULTING GROUP, LLC.
