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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $86,555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,186 | $101,672-54.6% | $147,117-68.6% | $74,478-38.0% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 13.02% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $2,227 | $3,813-41.6% | $4,932-54.8% | $2,626-15.2% |
| Participant deferral / active EE | $3,455 | $7,305-52.7% | $8,065-57.2% | $4,350-20.6% |
| Admin fee / account holder | $460 | $1,753-73.7% | $12,993-96.5% | $1,946-76.3% |