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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $17,307 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,722 | $66,813-78.0% | $100,535-85.4% | $73,497-80.0% |
| Participation rate | 85.2% | 77.5%+7.8pp | 79.4%+5.8pp | 70.7%+14.6pp |
| Annual return | 24.20% | 25.70%-1.5pp | 30.90%-6.7pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,173 | $2,147-45.4% | $3,419-65.7% | $2,270-48.3% |
| Participant deferral / active EE | $2,774 | $5,883-52.8% | $6,271-55.8% | $3,740-25.8% |
| Admin fee / account holder | $116 | $512-77.4% | $8,085-98.6% | $513-77.5% |