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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK1+ years Service code 18 · EIN 31-1278433 P. O. BOX 738 · MARIETTA, OH 457500738 | Custodial (other than securities) | $42,269 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $7,000 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $5,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,698 | $74,089-88.3% | $133,975-93.5% | $55,167-84.2% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.1%+10.2pp | 69.0%+28.3pp |
| Annual return | -1.24% | 12.11%-13.4pp | 29.29%-30.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $2,268 | $3,064-26.0% | $5,211-56.5% | $1,963+15.5% |
| Participant deferral / active EE | $21 | $4,678-99.6% | $6,282-99.7% | $3,054-99.3% |
| Admin fee / account holder | $122 | $458-73.5% | $9,324-98.7% | $504-75.9% |