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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $6,992 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,408 | $47,977-65.8% | $154,108-89.4% | $56,289-70.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 8.76% | 3.54%+5.2pp | 735.21%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $480 | $2,169-77.9% | $5,298-90.9% | $2,111-77.3% |
| Participant deferral / active EE | $711 | $2,392-70.3% | $5,081-86.0% | $3,350-78.8% |
| Admin fee / account holder | $44 | $438-90.0% | $13,411-99.7% | $521-91.6% |