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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK9+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $52,867 |
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 | $47,778 | $89,067-46.4% | $102,423-53.4% | $77,714-38.5% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | 9.99% | 25.01%-15.0pp | 29.42%-19.4pp | 31.26%-21.3pp |
| Employer contribution / active EE | $3,114 | $2,699+15.4% | $3,023+3.0% | $2,727+14.2% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $104 | $236-56.0% | $9,455-98.9% | $433-76.1% |