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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1 year Service code 21 1030 STATE STREET, SUITE 1 · ERIE, PA 16501 | Bank Trustee | $12,556 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $4,985 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,536 | $65,453-32.0% | $86,698-48.6% | $66,938-33.5% |
| Participation rate | 49.6% | 75.5%-25.8pp | 76.6%-27.0pp | 69.8%-20.2pp |
| Annual return | -9.99% | -10.89%+0.9pp | 35.95%-45.9pp | 1.58%-11.6pp |
| Employer contribution / active EE | $1,161 | $2,154-46.1% | $2,837-59.1% | $2,545-54.4% |
| Participant deferral / active EE | $1,810 | $4,102-55.9% | $4,656-61.1% | $4,238-57.3% |
| Admin fee / account holder | $253 | $642-60.6% | $7,493-96.6% | $594-57.4% |