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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK4+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $31,629 |
BHM CPA GROUP, INC1 year Filed as: BHM CPA GROUP INC Service code 10 · EIN 46-1331334 | Accounting | $6,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,330 | $35,485-17.3% | $74,552-60.7% | $55,725-47.4% |
| Participation rate | 35.7% | 62.5%-26.8pp | 69.1%-33.4pp | 70.9%-35.1pp |
| Annual return | -1.18% | 0.72%-1.9pp | 32.53%-33.7pp | 244.93%-246.1pp |
| Employer contribution / active EE | $178 | $777-77.2% | $1,961-90.9% | $2,078-91.5% |
| Participant deferral / active EE | $1,254 | $2,181-42.5% | $3,108-59.7% | $3,356-62.6% |
| Admin fee / account holder | $298 | $114+161.0% | $5,060-94.1% | $115+159.0% |