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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERISERV TRUST FINANCIAL SERVICES Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $24,043 |
FORVIS, LLP1+ years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 56-0747981 | Accounting | $0 |
UNITY INSURANCE GROUP1+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $95,438-76.6% | $135,982-83.6% | $74,473-70.0% |
| Participation rate | 57.8% | 78.2%-20.4pp | 81.9%-24.1pp | 70.7%-12.9pp |
| Annual return | 0.00% | 32.61%-32.6pp | 68.32%-68.3pp | 34.36%-34.4pp |
| Employer contribution / active EE | $698 | $3,878-82.0% | $4,859-85.6% | $2,638-73.5% |
| Participant deferral / active EE | $194 | $7,790-97.5% | $7,760-97.5% | $4,530-95.7% |
| Admin fee / account holder | $143 | $259-44.9% | $10,767-98.7% | $347-58.9% |