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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 | $80,705-0.2% | $115,768-30.4% | $67,986+18.4% |
| Participation rate | 74.2% | 63.0%+11.2pp | 74.4%-0.2pp | 57.2%+17.0pp |
| Annual return | 14.41% | 18.49%-4.1pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $972 | $2,046-52.5% | $2,940-66.9% | $2,019-51.9% |
| Participant deferral / active EE | $3,398 | $3,559-4.5% | $4,917-30.9% | $3,358+1.2% |
| Admin fee / account holder | $229 | $4,135-94.5% | $12,439-98.2% | $3,203-92.9% |