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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK7+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $38,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,303-100.0% | $86,698-100.0% | $64,819-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | -3.67% | 392.77%-396.4pp | 35.95%-39.6pp | 32.84%-36.5pp |
| Employer contribution / active EE | $2,591 | $2,393+8.3% | $2,837-8.7% | $2,507+3.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |