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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY2+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $39,227 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,508 | $60,165+13.9% | $74,184-7.7% | $55,167+24.2% |
| Participation rate | 91.6% | 74.2%+17.4pp | 76.6%+15.0pp | 69.0%+22.6pp |
| Annual return | 8.28% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,042 | $1,600+215.2% | $2,370+112.7% | $1,963+156.9% |
| Participant deferral / active EE | $1,706 | $2,973-42.6% | $3,550-51.9% | $3,054-44.1% |
| Admin fee / account holder | $131 | $419-68.8% | $5,586-97.7% | $504-74.1% |