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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS & NORTHERN BANK2 years Service code 15 · EIN 24-0756925 90-92 MAIN STREET · WELLSBORO, PA 16901 | Recordkeeping | $3,908 |
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 | $11,737 | $73,638-84.1% | $95,964-87.8% | $73,497-84.0% |
| Participation rate | 38.9% | 76.2%-37.2pp | 77.1%-38.2pp | 70.7%-31.8pp |
| Annual return | 18.25% | 16.78%+1.5pp | 91.64%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $613 | $1,863-67.1% | $2,541-75.9% | $2,270-73.0% |
| Participant deferral / active EE | $925 | $3,617-74.4% | $4,167-77.8% | $3,740-75.3% |
| Admin fee / account holder | $77 | $482-84.1% | $6,797-98.9% | $513-85.0% |