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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $48,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,335 | $62,177-9.4% | $81,370-30.8% | $74,478-24.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.59% | 16.62%-5.0pp | 24.85%-13.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,087 | $1,881+11.0% | $2,464-15.3% | $2,626-20.5% |
| Participant deferral / active EE | $4,555 | $3,219+41.5% | $3,885+17.2% | $4,350+4.7% |
| Admin fee / account holder | $257 | $1,927-86.7% | $5,749-95.5% | $1,946-86.8% |