See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERISERV TRUST FINANCIAL SERVICES Service code 21 216 FRANKLIN STREET · JOHNSTOWN, PA 15901 | Bank Trustee | $58,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,725 | $56,053+174.2% | $75,972+102.3% | $80,856+90.1% |
| Participation rate | 90.8% | 62.0%+28.8pp | 69.1%+21.7pp | 67.6%+23.2pp |
| Annual return | 16.53% | 20.53%-4.0pp | 359.55%-343.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $7,627 | $1,874+307.0% | $2,685+184.1% | $2,755+176.8% |
| Participant deferral / active EE | $7,470 | $3,052+144.8% | $4,255+75.5% | $4,296+73.9% |
| Admin fee / account holder | $503 | $5,234-90.4% | $6,467-92.2% | $6,918-92.7% |