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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 | $62,166-9.4% | $81,286-30.7% | $74,429-24.3% |
| Participation rate | 96.4% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.59% | 16.50%-4.9pp | 24.80%-13.2pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $2,087 | $1,881+11.0% | $2,463-15.2% | $2,625-20.5% |
| Participant deferral / active EE | $4,555 | $3,223+41.3% | $3,883+17.3% | $4,348+4.7% |
| Admin fee / account holder | $257 | $1,925-86.6% | $5,764-95.5% | $1,944-86.8% |