Filed December 5, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SOMERSET TRUST COMPANY1 year Service code 21 · EIN 25-0807970 | Bank Trustee | $21,331 |
1ST SUMMIT BANK10+ years Service code 21 · EIN 25-1631323 | Bank Trustee | $13,362 |
ACRISURE2 years Service code 11 · EIN 92-3652116 | Actuarial | $10,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $282,424-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 11.2%-11.2pp |
| Annual return | 8.58% | 9.05%-0.5pp | 3.87%+4.7pp | 9.01%-0.4pp |
| Employer contribution / active EE | $2,644 | $13,671-80.7% | $28,590-90.8% | $12,866-79.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $13-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,735-100.0% | $4,785-100.0% |