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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $24,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,207 | $31,424+27.9% | $81,473-50.6% | $69,631-42.3% |
| Participation rate | 22.1% | 50.8%-28.7pp | 68.0%-45.8pp | 70.7%-48.6pp |
| Annual return | 20.07% | 22.44%-2.4pp | 38.78%-18.7pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $651 | $1,838-64.6% | $3,537-81.6% | $3,224-79.8% |
| Admin fee / account holder | $194 | $103+89.2% | $4,561-95.7% | $110+75.7% |