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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK5+ years Service code 21 · EIN 31-1278433 | Bank Trustee | $9,607 |
THE BENEFIT ADVANTAGE, INC.5+ years Service code 11 · EIN 38-3254950 | Actuarial | $500 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 14.10% | 11.74%+2.4pp | 10.78%+3.3pp | 13.59%+0.5pp |
| Employer contribution / active EE | $30,320 | $11,467+164.4% | $41,857-27.6% | $14,592+107.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |