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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK2 years Service code 15 · EIN 31-1278433 | Recordkeeping | $8,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,185 | $49,255-79.3% | $70,494-85.6% | $79,856-87.2% |
| Participation rate | 40.3% | 69.2%-28.9pp | 75.1%-34.8pp | 69.6%-29.4pp |
| Annual return | 20.79% | 30.10%-9.3pp | 109.16%-88.4pp | 31.71%-10.9pp |
| Employer contribution / active EE | $525 | $2,100-75.0% | $2,738-80.8% | $2,471-78.8% |
| Participant deferral / active EE | $824 | $2,768-70.3% | $3,711-77.8% | $3,741-78.0% |
| Admin fee / account holder | $169 | $2,879-94.1% | $3,848-95.6% | $5,306-96.8% |