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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK2+ years Service code 21 · EIN 42-0624950 | Bank Trustee | $49,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,237 | $36,916-20.8% | $156,551-81.3% | $57,658-49.3% |
| Participation rate | 50.1% | 63.4%-13.3pp | 84.0%-33.9pp | 70.2%-20.1pp |
| Annual return | 9.78% | 12.38%-2.6pp | 32.23%-22.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $842 | $1,571-46.4% | $5,501-84.7% | $1,974-57.4% |
| Participant deferral / active EE | $1,037 | $1,926-46.2% | $4,871-78.7% | $3,061-66.1% |
| Admin fee / account holder | $116 | $82+40.7% | $13,028-99.1% | $95+22.8% |