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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 | $89,123-46.4% | $102,460-53.4% | $77,762-38.6% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | 9.99% | 25.05%-15.1pp | 29.47%-19.5pp | 31.27%-21.3pp |
| Employer contribution / active EE | $3,114 | $2,700+15.4% | $3,025+2.9% | $2,728+14.2% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $104 | $236-56.1% | $9,460-98.9% | $433-76.1% |