Plan Snapshot
- Plan Sponsor: Peoples Bancorp INC.
- Sponsor EIN: 310987416
- Sponsor Address: 138 PUTNAM STREET, MARIETTA, OH, 457500738
- Plan Type: 401(k)
- Total Participants: 1,449
- Total Assets: $130.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,449 | $130.2M | $6.2M | $8.2M |
| 2023 | 1,521 | $107.4M | $5.5M | $7.6M |
| 2022 | 1,286 | $83.5M | $4.7M | $6.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $235,951 | — | $235,951 |
| S.R. SNODGRASS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,951
- Estimated Expense Ratio: 0.181% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $235,951 | — | — | — | — |
| 2023 | $189,271 | — | — | — | — |
| 2022 | $152,622 | — | $34,228 | — | — |