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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $56,690 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,952 | $79,169-67.2% | $100,415-74.2% | $74,478-65.2% |
| Participation rate | 93.7% | 79.4%+14.3pp | 81.5%+12.2pp | 67.2%+26.5pp |
| Annual return | 12.30% | 20.51%-8.2pp | 49.47%-37.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $857 | $3,017-71.6% | $3,943-78.3% | $2,626-67.4% |
| Participant deferral / active EE | $4,654 | $7,751-40.0% | $8,091-42.5% | $4,350+7.0% |
| Admin fee / account holder | $306 | $1,337-77.1% | $7,906-96.1% | $1,946-84.3% |