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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $24,716 |
FRAGASSO FINANCIAL ADVISORS3 years Service code 26 610 SMITHFIELD STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $2,297 |
Service code 15 · EIN 25-1650062 | Recordkeeping | $1,925 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
Filed as: RICHARD DIEMERT Service code 99 1010 PERRY HWY · PITTSBURGH, PA 15237 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,010 | $35,485-46.4% | $74,549-74.5% | $55,725-65.9% |
| Participation rate | 40.3% | 62.5%-22.3pp | 69.1%-28.9pp | 70.9%-30.6pp |
| Annual return | -7.89% | 0.72%-8.6pp | 32.53%-40.4pp | 244.93%-252.8pp |
| Employer contribution / active EE | $459 | $777-40.9% | $1,961-76.6% | $2,078-77.9% |
| Participant deferral / active EE | $851 | $2,181-61.0% | $3,108-72.6% | $3,356-74.6% |
| Admin fee / account holder | $186 | $114+62.8% | $5,059-96.3% | $115+61.6% |