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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 13 · EIN 93-1253576 | Contract Administrator | $307,721 |
FIRST NATIONAL TRUST COMPANY3+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $216,088 |
FIRST NATIONAL TRUST COMPANY2 years Filed as: FIRST NATIONAL TRUST Service code 17 532 MAIN STREET · JOHNSTOWN, PA 15212 | Pension Consulting | $15,798 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,265 | $122,596-66.3% | $184,260-77.6% | $199,960-79.4% |
| Participation rate | 57.8% | 86.9%-29.2pp | 86.8%-29.1pp | 72.0%-14.2pp |
| Annual return | 16.48% | 144.14%-127.7pp | 28.84%-12.4pp | 34.28%-17.8pp |
| Employer contribution / active EE | $1,556 | $4,570-65.9% | $6,427-75.8% | $3,036-48.7% |
| Participant deferral / active EE | $1,913 | $7,972-76.0% | $9,133-79.0% | $5,087-62.4% |
| Admin fee / account holder | $166 | $120+37.8% | $13,898-98.8% | $269-38.4% |