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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK10+ years Service code 21 · EIN 23-2790930 800 STATE STREET · ERIE, PA 16501 | Bank Trustee | $29,677 |
DEFINITI LLC5 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping Fees | $8,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,233 | $62,686+24.8% | $178,505-56.2% | $77,762+0.6% |
| Participation rate | 24.5% | 66.9%-42.4pp | 77.1%-52.6pp | 70.6%-46.1pp |
| Annual return | 11.56% | 16.16%-4.6pp | 27.16%-15.6pp | 31.27%-19.7pp |
| Employer contribution / active EE | $177 | $1,914-90.8% | $3,955-95.5% | $2,728-93.5% |
| Participant deferral / active EE | $1,464 | $4,224-65.3% | $6,280-76.7% | $4,651-68.5% |
| Admin fee / account holder | $282 | $386-26.8% | $10,428-97.3% | $433-34.7% |