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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK1+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $22,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,010 | $53,412-58.8% | $68,509-67.9% | $52,331-57.9% |
| Participation rate | 69.9% | 71.7%-1.8pp | 74.7%-4.8pp | 68.1%+1.8pp |
| Annual return | -1.95% | 3.42%-5.4pp | 8.27%-10.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $503 | $1,607-68.7% | $2,278-77.9% | $1,882-73.3% |
| Participant deferral / active EE | $2,002 | $2,688-25.5% | $3,382-40.8% | $3,022-33.8% |
| Admin fee / account holder | $157 | $461-66.0% | $5,275-97.0% | $592-73.5% |