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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $261,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,204 | $241,850-79.2% | $102,437-51.0% | $200,096-74.9% |
| Participation rate | 48.0% | 78.3%-30.3pp | 74.5%-26.5pp | 72.0%-24.0pp |
| Annual return | 55.14% | 17.67%+37.5pp | 24.95%+30.2pp | 34.26%+20.9pp |
| Employer contribution / active EE | $2,000 | $4,253-53.0% | $3,871-48.3% | $3,038-34.2% |
| Participant deferral / active EE | $3,677 | $3,961-7.2% | $5,060-27.3% | $5,090-27.7% |
| Admin fee / account holder | $258 | $288-10.4% | $8,388-96.9% | $269-4.1% |