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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK10+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $114,688 |
SUTTLE & STALNAKER, PLLC10+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $1,978 |
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 | $21,210 | $241,450-91.2% | $103,378-79.5% | $199,874-89.4% |
| Participation rate | 43.9% | 78.4%-34.5pp | 74.5%-30.6pp | 72.0%-28.2pp |
| Annual return | 11.13% | 17.80%-6.7pp | 24.91%-13.8pp | 34.28%-23.2pp |
| Employer contribution / active EE | $1,050 | $4,250-75.3% | $3,870-72.9% | $3,036-65.4% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $246 | $288-14.6% | $8,401-97.1% | $269-8.7% |