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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $18,690 |
KOTZAN CPA & ASSOCIATES, P.C.1+ years Filed as: KOTZAN CPA & ASSOCIATES PC Service code 10 334 BUDFIELD ST · JOHNSTOWN, PA 15904 | Accounting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,445 | $46,360-73.2% | $147,617-91.6% | $52,331-76.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.71% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $543 | $2,126-74.5% | $5,564-90.2% | $1,882-71.2% |
| Participant deferral / active EE | $798 | $2,258-64.6% | $4,895-83.7% | $3,022-73.6% |
| Admin fee / account holder | $88 | $766-88.5% | $11,612-99.2% | $592-85.1% |