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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK2+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E. COLORADO BLVD., 2ND FLOOR · PASADENA, CA 91106 | Securities Custodian | $54,260 |
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 | $95,653 | $58,726+62.9% | $92,233+3.7% | $62,292+53.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 5.61% | 43.62%-38.0pp | 176.28%-170.7pp | 28.90%-23.3pp |
| Employer contribution / active EE | $6,803 | $2,392+184.4% | $3,679+84.9% | $2,042+233.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $522 | $556-6.2% | $5,194-90.0% | $479+8.8% |