Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,586 | $80,781-49.8% | $102,437-60.4% | $74,478-45.5% |
| Participation rate | 78.6% | 65.7%+13.0pp | 74.5%+4.1pp | 67.2%+11.4pp |
| Annual return | 19.46% | 27.58%-8.1pp | 24.95%-5.5pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,843 | $3,862-0.5% | $5,060-24.1% | $4,350-11.7% |
| Admin fee / account holder | $146 | $2,372-93.9% | $8,388-98.3% | $1,946-92.5% |