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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $56,062 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,926 | $63,905-57.9% | $74,184-63.7% | $57,658-53.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 10.74% | 60.60%-49.9pp | 17.74%-7.0pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,745 | $1,840+49.2% | $2,370+15.8% | $1,974+39.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $133 | $91+45.7% | $5,586-97.6% | $95+40.4% |