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 | $95,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,103 | $101,317+84.7% | $146,958+27.3% | $74,495+151.2% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 12.75% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,091 | $3,810+7.4% | $4,933-17.1% | $2,623+56.0% |
| Participant deferral / active EE | $9,476 | $7,303+29.8% | $8,070+17.4% | $4,346+118.1% |
| Admin fee / account holder | $611 | $1,739-64.9% | $12,998-95.3% | $1,942-68.5% |