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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK4+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $38,463 |
SUTTLE & STALNAKER, PLLC4+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $10,000 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 70 · EIN 03-0599899 | Consulting Fees | $8,280 |
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 | $6,928 | $56,443-87.7% | $83,850-91.7% | $55,725-87.6% |
| Participation rate | 73.7% | 72.0%+1.6pp | 76.1%-2.5pp | 70.9%+2.8pp |
| Annual return | -7.44% | 393.67%-401.1pp | 850.92%-858.4pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,197 | $2,682-55.4% | $3,631-67.0% | $2,078-42.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $139 | $156-11.1% | $5,478-97.5% | $115+20.6% |