Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $11,966 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $13,483 | $46,732-71.1% | $156,551-91.4% | $55,167-75.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.43% | 17.72%-18.1pp | 32.23%-32.7pp | 169.23%-169.7pp |
| Employer contribution / active EE | $468 | $2,105-77.8% | $5,501-91.5% | $1,963-76.2% |
| Participant deferral / active EE | $424 | $2,204-80.8% | $4,871-91.3% | $3,054-86.1% |
| Admin fee / account holder | $80 | $418-80.9% | $13,028-99.4% | $504-84.2% |