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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK2+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $26,815 |
SUTTLE & STALNAKER, PLLC2+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $9,000 |
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 | $3,750 | $57,921-93.5% | $84,753-95.6% | $57,658-93.5% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 70.2%+11.4pp |
| Annual return | 5.64% | 10.24%-4.6pp | 22.78%-17.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,411 | $2,598-45.7% | $3,574-60.5% | $1,974-28.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $71 | $130-45.6% | $5,333-98.7% | $95-25.4% |