Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK2+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $61,454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,916 | $69,305-58.3% | $82,312-64.9% | $69,631-58.5% |
| Participation rate | 99.0% | 80.3%+18.7pp | 76.9%+22.1pp | 70.7%+28.3pp |
| Annual return | 11.66% | 21.47%-9.8pp | 25.88%-14.2pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $2,517 | $1,887+33.4% | $2,428+3.7% | $2,032+23.9% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $118 | $97+21.1% | $5,608-97.9% | $110+6.6% |