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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK2+ years Service code 64 · EIN 25-6402875 | Recordkeeping Fees | $7,481 |
BAIRD FUNDS2+ years Filed as: ROBERT WALLACE Service code 51 423 MONOCA DRIVE · ERIE, PA 16505 | Investment Mgmt Fees | $4,868 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,704 | $55,453-26.6% | $170,442-76.1% | $62,292-34.7% |
| Participation rate | 93.7% | 66.4%+27.3pp | 83.6%+10.1pp | 69.5%+24.2pp |
| Annual return | 12.19% | 21.38%-9.2pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,484 | $2,164+14.8% | $5,433-54.3% | $2,042+21.6% |
| Participant deferral / active EE | $1,778 | $2,303-22.8% | $4,939-64.0% | $3,169-43.9% |
| Admin fee / account holder | $65 | $455-85.8% | $13,880-99.5% | $479-86.5% |