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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK10+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $10,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,448 | $112,596+102.9% | $152,301+50.0% | $64,728+252.9% |
| Participation rate | 96.1% | 63.6%+32.5pp | 82.4%+13.7pp | 57.9%+38.2pp |
| Annual return | 5.57% | 23.76%-18.2pp | 80.50%-74.9pp | 49.38%-43.8pp |
| Employer contribution / active EE | $23,071 | $3,716+520.9% | $4,624+398.9% | $2,243+928.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $18 | $996-98.2% | $14,398-99.9% | $1,145-98.4% |