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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1 year Filed as: CITIZENS BANK & TRUST Service code 15 · EIN 43-0951646 | Recordkeeping | $2,248 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $9,803 | $55,453-82.3% | $170,435-94.2% | $62,293-84.3% |
| Participation rate | 36.8% | 66.4%-29.6pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 17.19% | 21.38%-4.2pp | 205.94%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $128 | $2,164-94.1% | $5,432-97.6% | $2,042-93.7% |
| Participant deferral / active EE | $825 | $2,303-64.2% | $4,939-83.3% | $3,169-74.0% |
| Admin fee / account holder | $38 | $455-91.6% | $13,881-99.7% | $479-92.0% |