Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Filed as: DEFINITI-LLC Service code 50 3 HOLLAND STREET · ERIE, PA 16507 | Direct Payment | $110,403 |
COURIER CAPITAL2 years Filed as: COURIER CAPITAL LLC Service code 26 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Advisory (Participants) | $52,192 |
NORTHWEST BANK10+ years Service code 19 800 STATE STREET · ERIE, PA 16501 | Securities Custodian | $4,591 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,026 | $50,815-68.5% | $155,509-89.7% | $77,643-79.4% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 10.15% | 34.80%-24.7pp | 64.67%-54.5pp | 31.24%-21.1pp |
| Employer contribution / active EE | $373 | $1,993-81.3% | $4,672-92.0% | $2,726-86.3% |
| Participant deferral / active EE | $2,016 | $2,822-28.6% | $5,626-64.2% | $4,647-56.6% |
| Admin fee / account holder | $108 | $437-75.4% | $15,912-99.3% | $430-75.0% |