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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS & NORTHERN BANK1 year Service code 15 · EIN 24-0756925 90-92 MAIN STREET · WELLSBORO, PA 16901 | Recordkeeping | $5,968 |
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 | $8,048 | $65,376-87.7% | $87,104-90.8% | $65,185-87.7% |
| Participation rate | 34.8% | 75.3%-40.5pp | 76.9%-42.0pp | 70.2%-35.4pp |
| Annual return | 21.64% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $551 | $1,822-69.8% | $2,521-78.1% | $2,177-74.7% |
| Participant deferral / active EE | $715 | $3,388-78.9% | $4,048-82.3% | $3,514-79.7% |
| Admin fee / account holder | $77 | $520-85.3% | $7,491-99.0% | $847-91.0% |