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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK1+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $25,581 |
SUTTLE & STALNAKER, PLLC1+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $8,500 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,975 | $50,498-96.1% | $75,784-97.4% | $55,191-96.4% |
| Participation rate | 97.8% | 69.4%+28.4pp | 75.8%+22.0pp | 69.2%+28.7pp |
| Annual return | -4.33% | 1.80%-6.1pp | 9.68%-14.0pp | 10.78%-15.1pp |
| Employer contribution / active EE | $816 | $2,291-64.4% | $3,323-75.4% | $1,899-57.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $45 | $123-63.6% | $5,300-99.2% | $91-50.7% |