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| Provider | Service type | Compensation |
|---|---|---|
HAPANOWICZ & ASSOCIATES2 years Filed as: HAPANOWICZ AND ASSOCIATES Service code 26 · EIN 25-1839938 301 GRANT STREET · PITTSBURGH, PA 15017 | Advisory (Participants) | $11,076 |
Filed as: JOHN HANCOCK LIFE INS CO. Service code 28 · EIN 01-0233346 | Investment Management | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,683 | $53,596-35.3% | $90,655-61.7% | $64,181-46.0% |
| Participation rate | 52.1% | 64.5%-12.4pp | 74.0%-21.9pp | 69.6%-17.4pp |
| Annual return | 8.16% | 4.41%+3.7pp | 1.89%+6.3pp | 7.63%+0.5pp |
| Employer contribution / active EE | $230 | $1,503-84.7% | $2,532-90.9% | $2,381-90.3% |
| Participant deferral / active EE | $1,150 | $2,459-53.2% | $3,425-66.4% | $3,470-66.9% |
| Admin fee / account holder | $34 | $3,868-99.1% | $4,994-99.3% | $4,887-99.3% |