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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $19,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,305 | $71,192-43.4% | $117,861-65.8% | $62,293-35.3% |
| Participation rate | 49.6% | 74.2%-24.6pp | 79.7%-30.1pp | 69.5%-19.9pp |
| Annual return | 15.03% | 18.66%-3.6pp | 335.11%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $521 | $1,934-73.1% | $3,786-86.2% | $2,042-74.5% |
| Participant deferral / active EE | $1,300 | $3,189-59.2% | $4,482-71.0% | $3,169-59.0% |
| Admin fee / account holder | $284 | $587-51.6% | $8,021-96.5% | $479-40.7% |