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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK11+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $132,241 |
SUTTLE & STALNAKER, PLLC11+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $1,785 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,758 | $106,351-73.9% | $105,223-73.6% | $103,975-73.3% |
| Participation rate | 41.7% | 80.0%-38.3pp | 75.0%-33.3pp | 72.5%-30.8pp |
| Annual return | 16.85% | 11.69%+5.2pp | 180.65%-163.8pp | 19.41%-2.6pp |
| Employer contribution / active EE | $1,413 | $5,336-73.5% | $3,689-61.7% | $3,722-62.1% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $287 | $316-9.1% | $8,859-96.8% | $332-13.7% |