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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $106,569 |
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 | $34,490 | $106,236-67.5% | $112,258-69.3% | $64,814-46.8% |
| Participation rate | 43.8% | 71.7%-27.8pp | 75.1%-31.2pp | 71.5%-27.6pp |
| Annual return | 3.40% | -6.02%+9.4pp | 27.47%-24.1pp | 32.84%-29.4pp |
| Employer contribution / active EE | $1,309 | $3,166-58.7% | $3,636-64.0% | $2,507-47.8% |
| Participant deferral / active EE | $2,588 | $3,785-31.6% | $4,728-45.3% | $4,310-40.0% |
| Admin fee / account holder | $277 | $452-38.7% | $6,411-95.7% | $188+47.4% |