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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK5 years Service code 17 · EIN 31-1278433 | Pension Consulting | $17,126 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,306 | $50,199-61.5% | $70,092-72.5% | $66,914-71.1% |
| Participation rate | 59.0% | 66.3%-7.3pp | 70.5%-11.4pp | 69.8%-10.8pp |
| Annual return | -14.41% | -13.85%-0.6pp | 190.73%-205.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $319 | $1,864-82.9% | $2,559-87.5% | $2,544-87.4% |
| Participant deferral / active EE | $1,757 | $3,112-43.5% | $3,849-54.3% | $4,237-58.5% |
| Admin fee / account holder | $115 | $600-80.8% | $6,267-98.2% | $593-80.6% |