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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 | $76,383+5.4% | $121,663-33.8% | $64,340+25.2% |
| Participation rate | 74.2% | 60.4%+13.8pp | 74.5%-0.3pp | 55.2%+19.0pp |
| Annual return | 14.41% | 16.98%-2.6pp | 147.54%-133.1pp | 24.14%-9.7pp |
| Employer contribution / active EE | $972 | $1,943-50.0% | $3,020-67.8% | $1,862-47.8% |
| Participant deferral / active EE | $3,398 | $3,149+7.9% | $4,887-30.5% | $2,980+14.0% |
| Admin fee / account holder | $229 | $4,142-94.5% | $14,289-98.4% | $3,703-93.8% |