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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 13 · EIN 25-1650062 437 GRANT ST. SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $6,228 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,941 | $51,466-57.4% | $78,778-72.1% | $62,293-64.8% |
| Participation rate | 30.3% | 59.8%-29.5pp | 69.2%-38.9pp | 69.5%-39.2pp |
| Annual return | 8.26% | 19.96%-11.7pp | 35.62%-27.4pp | 28.90%-20.6pp |
| Employer contribution / active EE | $206 | $827-75.1% | $1,986-89.6% | $2,042-89.9% |
| Participant deferral / active EE | $1,226 | $2,147-42.9% | $2,958-58.6% | $3,169-61.3% |
| Admin fee / account holder | $358 | $489-26.8% | $5,134-93.0% | $479-25.2% |