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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 | $101,539-54.5% | $147,041-68.6% | $74,400-37.9% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 13.02% | 8740.84%-8727.8pp | 419.21%-406.2pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $2,227 | $3,811-41.6% | $4,935-54.9% | $2,624-15.1% |
| Participant deferral / active EE | $3,455 | $7,304-52.7% | $8,071-57.2% | $4,348-20.5% |
| Admin fee / account holder | $460 | $1,749-73.7% | $13,006-96.5% | $1,944-76.3% |