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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK10+ years Service code 18 · EIN 31-1278433 P. O. BOX 738 · MARIETTA, OH 457500738 | Custodial (other than securities) | $107,067 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $12,000 |
HARRIS, HARDIN & COMPANY, A.C.10+ years Service code 10 · EIN 55-0756523 8417 US ROUTE 60 SUITE 13 · BARBOURSVILLE, WV 25504 | Accounting | $10,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,968 | $117,746-73.7% | $256,809-87.9% | $69,733-55.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 88.5%+11.5pp | 62.5%+37.5pp |
| Annual return | 12.26% | 18.13%-5.9pp | 32.73%-20.5pp | 15.22%-3.0pp |
| Employer contribution / active EE | $8,923 | $4,123+116.4% | $7,263+22.9% | $2,250+296.5% |
| Participant deferral / active EE | $697 | $5,632-87.6% | $9,520-92.7% | $3,054-77.2% |
| Admin fee / account holder | $312 | $4,334-92.8% | $25,146-98.8% | $3,102-89.9% |