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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK7 years Service code 19 · EIN 20-2635739 | Securities Custodian | $47,083 |
Filed as: THE SILCHESTER INTL INVESTORS Service code 28 · EIN 36-7045783 | Investment Management | $40,673 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $30,853 |
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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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 9.27% | 9.92%-0.6pp | 32.33%-23.1pp | 22.81%-13.5pp |
| Employer contribution / active EE | $6,932 | $16,139-57.0% | $33,960-79.6% | $18,290-62.1% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |