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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.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,968 | $128,603-75.9% | $197,124-84.3% | $67,986-54.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 12.26% | 23.77%-11.5pp | 44.34%-32.1pp | 31.67%-19.4pp |
| Employer contribution / active EE | $8,923 | $4,379+103.7% | $6,227+43.3% | $2,019+342.0% |
| Participant deferral / active EE | $697 | $6,840-89.8% | $9,135-92.4% | $3,358-79.2% |
| Admin fee / account holder | $312 | $3,035-89.7% | $16,298-98.1% | $3,203-90.3% |