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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $71,079 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,422 | $84,499-56.9% | $125,391-71.0% | $66,949-45.6% |
| Participation rate | 79.1% | 76.4%+2.6pp | 82.4%-3.3pp | 69.8%+9.2pp |
| Annual return | -15.23% | -8.49%-6.7pp | 572.41%-587.6pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,566 | $3,554-55.9% | $4,816-67.5% | $2,545-38.5% |
| Participant deferral / active EE | $2,474 | $6,785-63.5% | $7,448-66.8% | $4,239-41.6% |
| Admin fee / account holder | $397 | $685-42.0% | $10,009-96.0% | $594-33.1% |