Filed October 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $101,261 |
NORTHWEST BANK8 years Service code 21 800 STATE STREET · ERIE, PA 16501 | Bank Trustee | $30,384 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,567 | $92,186-67.9% | $105,624-72.0% | $77,762-62.0% |
| Participation rate | 85.5% | 81.0%+4.5pp | 75.3%+10.3pp | 70.6%+15.0pp |
| Annual return | 10.73% | 17.83%-7.1pp | 116.20%-105.5pp | 31.27%-20.5pp |
| Employer contribution / active EE | $1,775 | $3,376-47.4% | $3,168-44.0% | $2,728-34.9% |
| Participant deferral / active EE | $1,910 | $5,395-64.6% | $5,013-61.9% | $4,651-58.9% |
| Admin fee / account holder | $208 | $219-5.2% | $10,961-98.1% | $433-52.0% |