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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHAFFNER KNIGHT MINNAUGH & CO Service code 10 1545 W 38TH STREET · ERIE, PA 16508 | Accounting | $20,813 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,942 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,529 | $77,670+3.7% | $125,529-35.8% | $65,306+23.3% |
| Participation rate | 74.2% | 63.2%+11.1pp | 74.7%-0.5pp | 57.7%+16.5pp |
| Annual return | 14.41% | 15.16%-0.7pp | 202.56%-188.2pp | 21.94%-7.5pp |
| Employer contribution / active EE | $972 | $2,099-53.7% | $3,058-68.2% | $1,967-50.6% |
| Participant deferral / active EE | $3,398 | $3,095+9.8% | $4,813-29.4% | $2,959+14.8% |
| Admin fee / account holder | $229 | $3,598-93.6% | $16,298-98.6% | $3,480-93.4% |