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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERISERV TRUST FINANCIAL SERVICES Service code 21 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Bank Trustee | $7,630 |
CATANESE GROUP1 year Service code 10 · EIN 25-1685380 | Accounting | $6,250 |
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.
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 | $10,099 | $75,962-86.7% | $154,108-93.4% | $64,173-84.3% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -6.68% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $404 | $3,350-87.9% | $5,298-92.4% | $2,381-83.0% |
| Participant deferral / active EE | $857 | $3,175-73.0% | $5,081-83.1% | $3,470-75.3% |
| Admin fee / account holder | $217 | $5,589-96.1% | $13,411-98.4% | $4,887-95.6% |