Filed April 25, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK RETIREMENT SERVICES Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $86,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,095 | $91,407+108.0% | $135,903+39.9% | $71,457+166.0% |
| Participation rate | 92.0% | 75.7%+16.4pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 16.89% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,721 | $3,703+0.5% | $4,856-23.4% | $2,588+43.8% |
| Participant deferral / active EE | $9,816 | $7,092+38.4% | $7,758+26.5% | $4,289+128.9% |
| Admin fee / account holder | $599 | $1,266-52.6% | $10,762-94.4% | $1,587-62.2% |