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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY5+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $46,454 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $75,557 | $73,404+2.9% | $87,103-13.3% | $67,582+11.8% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+14.9pp | 71.3%+20.5pp |
| Annual return | 23.30% | 48.29%-25.0pp | 28.19%-4.9pp | 378.57%-355.3pp |
| Employer contribution / active EE | $4,833 | $2,014+140.0% | $2,521+91.7% | $2,148+125.0% |
| Participant deferral / active EE | $2,172 | $3,913-44.5% | $4,049-46.4% | $3,539-38.6% |
| Admin fee / account holder | $141 | $142-0.7% | $7,491-98.1% | $142-1.2% |