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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK4+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $66,335 |
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 | $30,616 | $73,404-58.3% | $87,104-64.9% | $67,579-54.7% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.9%+21.8pp | 71.3%+27.4pp |
| Annual return | 11.80% | 48.29%-36.5pp | 28.19%-16.4pp | 378.56%-366.8pp |
| Employer contribution / active EE | $2,192 | $2,014+8.9% | $2,521-13.1% | $2,148+2.1% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $115 | $142-18.9% | $7,491-98.5% | $142-19.3% |