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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY8+ years Service code 99 4140 E. STATE STREET · HERMITAGE, PA 16148 | Other Fees | $45,337 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,304 |
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 | $83,336 | $65,437+27.4% | $86,698-3.9% | $66,949+24.5% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | -17.57% | -10.91%-6.7pp | 35.96%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,987 | $2,154+85.1% | $2,837+40.6% | $2,545+56.6% |
| Participant deferral / active EE | $2,634 | $4,102-35.8% | $4,656-43.4% | $4,239-37.9% |
| Admin fee / account holder | $241 | $642-62.5% | $7,492-96.8% | $594-59.5% |