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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK3+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $31,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,102 | $47,448+14.0% | $94,993-43.0% | $62,292-13.1% |
| Participation rate | 41.8% | 66.5%-24.7pp | 73.9%-32.1pp | 69.5%-27.8pp |
| Annual return | 15.36% | 22.64%-7.3pp | 27.12%-11.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,793 | $2,375-24.5% | $3,317-46.0% | $3,169-43.4% |
| Admin fee / account holder | $333 | $434-23.2% | $4,960-93.3% | $479-30.5% |