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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK5+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $68,270 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,406 | $79,519-59.2% | $95,964-66.2% | $73,412-55.9% |
| Participation rate | 98.9% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 7.45% | 19.20%-11.7pp | 91.64%-84.2pp | 59.30%-51.8pp |
| Employer contribution / active EE | $2,375 | $2,048+16.0% | $2,541-6.6% | $2,234+6.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $118 | $184-36.0% | $6,797-98.3% | $158-25.3% |