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| Provider | Service type | Compensation |
|---|---|---|
THE EPHRATA NATIONAL BANK5 years Service code 14 · EIN 23-0559393 | Plan Administrator | $22,466 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,586 | $80,731-49.7% | $103,374-60.7% | $74,546-45.6% |
| Participation rate | 78.6% | 65.7%+13.0pp | 74.5%+4.1pp | 67.2%+11.4pp |
| Annual return | 19.46% | 27.56%-8.1pp | 24.89%-5.4pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,843 | $3,860-0.5% | $5,058-24.0% | $4,347-11.6% |
| Admin fee / account holder | $146 | $2,369-93.8% | $8,394-98.3% | $1,944-92.5% |