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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 | $121,671-74.5% | $211,142-85.3% | $64,340-51.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 87.3%+12.7pp | 55.2%+44.8pp |
| Annual return | 12.26% | 21.43%-9.2pp | 46.84%-34.6pp | 24.14%-11.9pp |
| Employer contribution / active EE | $8,923 | $4,066+119.5% | $6,442+38.5% | $1,862+379.3% |
| Participant deferral / active EE | $697 | $6,049-88.5% | $9,284-92.5% | $2,980-76.6% |
| Admin fee / account holder | $312 | $4,774-93.5% | $19,076-98.4% | $3,703-91.6% |