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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK8+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $47,155 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,876 | $99,168-55.8% | $96,534-54.5% | $74,460-41.1% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.6pp |
| Annual return | 15.25% | 22.40%-7.1pp | 25.88%-10.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,734 | $2,570+6.4% | $2,965-7.8% | $2,638+3.7% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $93 | $225-58.6% | $8,253-98.9% | $348-73.3% |