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| Provider | Service type | Compensation |
|---|---|---|
PEOPLES BANK6+ years Service code 15 · EIN 31-1278433 | Recordkeeping | $46,458 |
SUTTLE & STALNAKER, PLLC6+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $10,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,559 | $91,517-88.5% | $101,264-89.6% | $73,412-85.6% |
| Participation rate | 66.6% | 73.8%-7.2pp | 75.8%-9.2pp | 72.2%-5.6pp |
| Annual return | 9.95% | 17.17%-7.2pp | 46.48%-36.5pp | 59.30%-49.3pp |
| Employer contribution / active EE | $639 | $2,877-77.8% | $3,660-82.5% | $2,234-71.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $151 | $216-29.9% | $5,947-97.5% | $158-4.2% |