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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $8,134 |
Annual investment return 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 | $20,275 | $61,356-67.0% | $149,696-86.5% | $71,511-71.6% |
| Participation rate | 95.1% | 62.5%+32.6pp | 78.8%+16.4pp | 67.9%+27.2pp |
| Annual return | 5.12% | 35.86%-30.7pp | 134.46%-129.3pp | 28.86%-23.7pp |
| Employer contribution / active EE | $617 | $2,382-74.1% | $4,821-87.2% | $2,589-76.2% |
| Participant deferral / active EE | $1,190 | $2,920-59.2% | $5,682-79.0% | $4,291-72.3% |
| Admin fee / account holder | $51 | $1,263-96.0% | $13,212-99.6% | $1,588-96.8% |