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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $73,112 |
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.)
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 | $43,397 | $91,474-52.6% | $135,982-68.1% | $71,529-39.3% |
| Participation rate | 78.5% | 75.7%+2.8pp | 81.9%-3.4pp | 67.9%+10.5pp |
| Annual return | 17.08% | 29.89%-12.8pp | 68.32%-51.2pp | 28.97%-11.9pp |
| Employer contribution / active EE | $1,824 | $3,705-50.8% | $4,859-62.5% | $2,590-29.6% |
| Participant deferral / active EE | $2,792 | $7,095-60.7% | $7,760-64.0% | $4,291-35.0% |
| Admin fee / account holder | $402 | $1,267-68.3% | $10,767-96.3% | $1,588-74.7% |