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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $50,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,407 | $52,293-1.7% | $178,499-71.2% | $73,412-30.0% |
| Participation rate | 43.1% | 65.3%-22.3pp | 81.9%-38.8pp | 72.2%-29.1pp |
| Annual return | 13.35% | 34.75%-21.4pp | 151.10%-137.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $233 | $1,735-86.6% | $5,011-95.3% | $2,234-89.6% |
| Participant deferral / active EE | $1,338 | $2,332-42.6% | $5,202-74.3% | $3,806-64.8% |
| Admin fee / account holder | $307 | $127+141.3% | $13,986-97.8% | $158+94.6% |