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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $40,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,162 | $66,601-56.2% | $92,903-68.6% | $67,579-56.8% |
| Participation rate | 35.3% | 72.5%-37.2pp | 76.0%-40.7pp | 71.3%-35.9pp |
| Annual return | 24.52% | 92.58%-68.1pp | 109.43%-84.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,076 | $2,775-61.2% | $3,653-70.5% | $2,148-49.9% |
| Participant deferral / active EE | $1,807 | $3,157-42.8% | $4,238-57.4% | $3,539-49.0% |
| Admin fee / account holder | $204 | $199+2.5% | $5,795-96.5% | $142+43.3% |