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| Provider | Service type | Compensation |
|---|---|---|
CRPS, INC2 years Filed as: CRPS, INC. Service code 14 · EIN 25-1802421 501 CORPORATE DRIVE, SUITE 215 · CANONSBURG, PA 15317 | Plan Administrator | $1,625 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,832 | $51,466+4.6% | $78,778-31.7% | $62,293-13.6% |
| Participation rate | 41.0% | 59.8%-18.8pp | 69.2%-28.2pp | 69.5%-28.5pp |
| Annual return | 13.70% | 19.96%-6.3pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $289 | $827-65.1% | $1,986-85.5% | $2,042-85.9% |
| Participant deferral / active EE | $1,789 | $2,147-16.7% | $2,958-39.5% | $3,169-43.5% |
| Admin fee / account holder | $26 | $489-94.7% | $5,134-99.5% | $479-94.6% |