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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK3 years Service code 21 1030 STATE ST · ERIE, PA 16501 | Bank Trustee | $11,889 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $8,652 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,519 | $42,548-70.6% | $74,549-83.2% | $56,287-77.8% |
| Participation rate | 78.4% | 60.5%+17.9pp | 69.1%+9.3pp | 69.9%+8.6pp |
| Annual return | -5.37% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $169 | $855-80.2% | $1,961-91.4% | $2,111-92.0% |
| Participant deferral / active EE | $961 | $2,277-57.8% | $3,108-69.1% | $3,350-71.3% |
| Admin fee / account holder | $88 | $467-81.2% | $5,059-98.3% | $521-83.1% |