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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1 year Service code 27 · EIN 20-2635739 | Advisory (Plan) | $8,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,537 | $33,232+3.9% | $71,796-51.9% | $63,975-46.0% |
| Participation rate | 13.6% | 60.1%-46.5pp | 69.1%-55.5pp | 71.1%-57.6pp |
| Annual return | 5.96% | 11.99%-6.0pp | 78.04%-72.1pp | 48.65%-42.7pp |
| Employer contribution / active EE | $243 | $723-66.4% | $1,924-87.4% | $2,182-88.9% |
| Participant deferral / active EE | $243 | $1,604-84.8% | $2,794-91.3% | $3,356-92.8% |
| Admin fee / account holder | $22 | $63-65.9% | $4,815-99.5% | $70-69.2% |