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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 | $110,483+106.8% | $145,433+57.1% | $79,634+186.9% |
| Participation rate | 96.1% | 71.1%+25.0pp | 82.1%+14.0pp | 62.5%+33.6pp |
| Annual return | 5.57% | 24.62%-19.1pp | 66.58%-61.0pp | 36.46%-30.9pp |
| Employer contribution / active EE | $23,071 | $4,053+469.2% | $4,554+406.5% | $2,529+812.2% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $18 | $680-97.3% | $13,129-99.9% | $1,002-98.2% |