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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $70,185 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,891 | $104,497-54.2% | $159,487-70.0% | $79,389-39.7% |
| Participation rate | 77.5% | 76.6%+0.9pp | 82.8%-5.3pp | 70.7%+6.8pp |
| Annual return | 9.57% | 67.98%-58.4pp | 263.71%-254.1pp | 116.89%-107.3pp |
| Employer contribution / active EE | $1,831 | $3,418-46.4% | $4,831-62.1% | $2,428-24.6% |
| Participant deferral / active EE | $2,872 | $6,468-55.6% | $7,354-60.9% | $4,046-29.0% |
| Admin fee / account holder | $441 | $711-38.0% | $10,804-95.9% | $626-29.5% |