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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI-LLC Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $14,513 |
NORTHWEST BANK7 years Service code 21 800 STATE ST · ERIE, PA 16501 | Bank Trustee | $13,007 |
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.
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 | $20,228 | $49,451-59.1% | $79,576-74.6% | $66,930-69.8% |
| Participation rate | 76.3% | 61.3%+14.9pp | 69.5%+6.8pp | 69.8%+6.5pp |
| Annual return | -16.96% | 84.25%-101.2pp | 0.15%-17.1pp | 1.57%-18.5pp |
| Employer contribution / active EE | $215 | $1,266-83.0% | $2,413-91.1% | $2,545-91.5% |
| Participant deferral / active EE | $1,329 | $3,159-57.9% | $3,985-66.6% | $4,238-68.6% |
| Admin fee / account holder | $155 | $595-74.0% | $6,834-97.7% | $593-73.9% |