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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK4+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $33,426 |
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 | $49,269 | $45,825+7.5% | $90,645-45.6% | $56,287-12.5% |
| Participation rate | 40.6% | 66.7%-26.1pp | 74.0%-33.5pp | 69.9%-29.3pp |
| Annual return | -5.77% | 38.64%-44.4pp | 1.88%-7.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,942 | $2,562-24.2% | $3,425-43.3% | $3,350-42.0% |
| Admin fee / account holder | $354 | $413-14.1% | $4,994-92.9% | $521-32.0% |