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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $13,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,299 | $37,463-29.8% | $77,096-65.9% | $66,938-60.7% |
| Participation rate | 24.5% | 52.9%-28.4pp | 67.9%-43.4pp | 69.8%-45.3pp |
| Annual return | -5.91% | -3.25%-2.7pp | 42.35%-48.3pp | 1.58%-7.5pp |
| Employer contribution / active EE | $870 | $1,535-43.3% | $2,814-69.1% | $2,545-65.8% |
| Participant deferral / active EE | $1,434 | $2,621-45.3% | $4,429-67.6% | $4,238-66.2% |
| Admin fee / account holder | $294 | $568-48.3% | $5,428-94.6% | $594-50.5% |