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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK6+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E COLORADO BLVD · PASADENA, CA 91106 | Securities Custodian | $66,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,295 | $77,677+38.1% | $109,173-1.7% | $79,391+35.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.21% | 23.44%-7.2pp | 25.75%-9.5pp | 116.88%-100.7pp |
| Employer contribution / active EE | $7,895 | $2,798+182.1% | $3,723+112.1% | $2,428+225.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $557 | $732-23.9% | $6,755-91.7% | $627-11.0% |