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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK10+ years Service code 19 · EIN 20-2635739 | Securities Custodian | $55,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,475 | $99,442-52.3% | $113,397-58.1% | $71,012-33.1% |
| Participation rate | 99.7% | 78.9%+20.8pp | 76.5%+23.2pp | 58.6%+41.2pp |
| Annual return | 2.98% | 17.93%-14.9pp | 23.20%-20.2pp | 37.67%-34.7pp |
| Employer contribution / active EE | $3,207 | $3,068+4.6% | $2,977+7.7% | $2,348+36.6% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $106 | $535-80.1% | $11,957-99.1% | $1,167-90.9% |