Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $40,639 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $24,308 |
UNITY INSURANCE GROUP3+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $6,268 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,373 | $73,102-72.1% | $123,553-83.5% | $56,289-63.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -2.29% | 3.01%-5.3pp | 119.21%-121.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,488 | $2,977-16.4% | $4,628-46.2% | $2,111+17.8% |
| Participant deferral / active EE | $350 | $5,423-93.5% | $6,426-94.5% | $3,350-89.5% |
| Admin fee / account holder | $163 | $554-70.5% | $9,284-98.2% | $521-68.7% |