Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK2 years Service code 12 · EIN 31-1278433 | Recordkeeping fees; Sub-transfer agen... | $32,657 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,263 | $61,166-55.4% | $185,849-85.3% | $79,391-65.7% |
| Participation rate | 85.1% | 66.6%+18.5pp | 81.7%+3.4pp | 70.7%+14.4pp |
| Annual return | 11.09% | 19.45%-8.4pp | 122.10%-111.0pp | 116.88%-105.8pp |
| Employer contribution / active EE | $1,106 | $2,321-52.4% | $5,169-78.6% | $2,428-54.5% |
| Participant deferral / active EE | $1,647 | $2,789-40.9% | $5,569-70.4% | $4,046-59.3% |
| Admin fee / account holder | $175 | $710-75.3% | $16,244-98.9% | $627-72.0% |