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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $52,890 |
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 | $31,999 | $91,517-65.0% | $101,271-68.4% | $73,412-56.4% |
| Participation rate | 38.2% | 73.8%-35.6pp | 75.8%-37.6pp | 72.2%-34.0pp |
| Annual return | 16.42% | 17.17%-0.8pp | 46.48%-30.1pp | 59.30%-42.9pp |
| Employer contribution / active EE | $1,133 | $2,877-60.6% | $3,660-69.0% | $2,234-49.3% |
| Participant deferral / active EE | $1,986 | $3,338-40.5% | $4,371-54.6% | $3,806-47.8% |
| Admin fee / account holder | $215 | $216-0.4% | $5,948-96.4% | $158+36.2% |