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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK6 years Service code 17 · EIN 31-1278433 | Pension Consulting | $23,975 |
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 | $26,368 | $56,423-53.3% | $77,163-65.8% | $71,457-63.1% |
| Participation rate | 63.4% | 64.3%-0.9pp | 69.6%-6.1pp | 67.9%-4.5pp |
| Annual return | 16.36% | 19.05%-2.7pp | 37.87%-21.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $364 | $1,866-80.5% | $2,535-85.6% | $2,588-85.9% |
| Participant deferral / active EE | $2,054 | $3,142-34.6% | $3,833-46.4% | $4,289-52.1% |
| Admin fee / account holder | $197 | $1,429-86.2% | $5,472-96.4% | $1,587-87.6% |