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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK3+ years Service code 18 · EIN 31-1278433 P. O. BOX 738 · MARIETTA, OH 457500738 | Custodial (other than securities) | $53,160 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $8,000 |
HARRIS, HARDIN & COMPANY, A.C.3+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $7,100 |
Participant contribution per participant 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 | $11,063 | $79,523-86.1% | $140,019-92.1% | $56,287-80.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 6.36% | 2.39%+4.0pp | 651.15%-644.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $2,904 | $3,350-13.3% | $5,605-48.2% | $2,111+37.6% |
| Participant deferral / active EE | $96 | $5,129-98.1% | $6,927-98.6% | $3,350-97.1% |
| Admin fee / account holder | $155 | $614-74.7% | $10,705-98.6% | $521-70.2% |