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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK10+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $55,370 |
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 | $47,475 | $103,024-53.9% | $112,040-57.6% | $79,634-40.4% |
| Participation rate | 99.7% | 80.6%+19.2pp | 76.5%+23.2pp | 62.5%+37.2pp |
| Annual return | 2.98% | 17.60%-14.6pp | 24.52%-21.5pp | 36.46%-33.5pp |
| Employer contribution / active EE | $3,207 | $3,015+6.4% | $2,954+8.6% | $2,529+26.8% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $106 | $465-77.1% | $12,098-99.1% | $1,002-89.4% |