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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $45,089 |
BKD, LLP7+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $0 |
UNITY INSURANCE GROUP7+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,721 | $82,163-71.1% | $125,381-81.1% | $64,819-63.4% |
| Participation rate | 78.7% | 77.9%+0.8pp | 82.4%-3.7pp | 71.5%+7.2pp |
| Annual return | -13.75% | 3.49%-17.2pp | 572.31%-586.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,603 | $3,616-55.7% | $4,815-66.7% | $2,507-36.1% |
| Participant deferral / active EE | $312 | $7,175-95.7% | $7,448-95.8% | $4,311-92.8% |
| Admin fee / account holder | $250 | $163+53.4% | $10,007-97.5% | $188+33.3% |