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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK5+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $31,083 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,119 | $50,175-0.1% | $99,475-49.6% | $65,185-23.1% |
| Participation rate | 41.4% | 68.4%-27.0pp | 73.8%-32.4pp | 70.2%-28.8pp |
| Annual return | 19.19% | 25.36%-6.2pp | 30.72%-11.5pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,999 | $2,748-27.2% | $3,619-44.8% | $3,514-43.1% |
| Admin fee / account holder | $310 | $398-22.0% | $6,252-95.0% | $847-63.4% |