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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E. COLORADO BLVD., 2ND FLOOR · PASADENA, CA 91106 | Securities Custodian | $58,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,506 | $52,884+86.3% | $84,750+16.2% | $55,167+78.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.79% | 18.03%-18.8pp | 22.78%-23.6pp | 169.23%-170.0pp |
| Employer contribution / active EE | $7,261 | $2,233+225.1% | $3,574+103.1% | $1,963+270.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $547 | $581-5.8% | $5,332-89.7% | $504+8.5% |