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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $42,222 |
UNITY INSURANCE GROUP1 year Filed as: UNITY INSURANCE CORP Service code 53 · EIN 20-5392565 | Insurance Commissions | $6,318 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,721 | $88,122-75.4% | $141,191-84.6% | $67,579-67.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 7.90% | 75.40%-67.5pp | 71.41%-63.5pp | 378.56%-370.7pp |
| Employer contribution / active EE | $2,347 | $3,224-27.2% | $4,736-50.4% | $2,148+9.3% |
| Participant deferral / active EE | $380 | $5,958-93.6% | $6,710-94.3% | $3,539-89.3% |
| Admin fee / account holder | $115 | $131-12.2% | $10,264-98.9% | $142-19.2% |