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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY2+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $24,919 |
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1257536 | Custodial (other than securities); Cu... | $22,595 |
LOUIS PLUNG & COMPANY1 year Service code 10 420 FT. DUQUESNE BLVD. · PITTSBURGH, PA 15222 | Accounting | $8,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,067 | $58,888-33.7% | $178,498-78.1% | $73,493-46.8% |
| Participation rate | 87.4% | 66.2%+21.2pp | 81.9%+5.5pp | 70.7%+16.8pp |
| Annual return | 84.53% | 24.86%+59.7pp | 151.09%-66.6pp | 28.51%+56.0pp |
| Employer contribution / active EE | $1,637 | $2,236-26.8% | $5,011-67.3% | $2,270-27.9% |
| Participant deferral / active EE | $3,889 | $2,568+51.5% | $5,202-25.2% | $3,740+4.0% |
| Admin fee / account holder | $242 | $400-39.4% | $13,985-98.3% | $513-52.7% |