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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK3+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $33,534 |
SUTTLE & STALNAKER, PLLC3+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $9,500 |
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 | $5,764 | $60,545-90.5% | $92,240-93.8% | $69,631-91.7% |
| Participation rate | 77.0% | 72.2%+4.8pp | 76.5%+0.5pp | 70.7%+6.3pp |
| Annual return | 12.10% | 19.71%-7.6pp | 176.29%-164.2pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $1,246 | $2,633-52.7% | $3,680-66.1% | $2,032-38.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $97 | $145-32.7% | $5,194-98.1% | $110-11.8% |