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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 37 FRICK BUILDING SUITE 1100 · PITTSBURGH, PA 15219 | Loan Processing | $35,700 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,518 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,443 | $37,213-74.6% | $156,551-94.0% | $63,975-85.2% |
| Participation rate | 67.8% | 65.0%+2.9pp | 84.0%-16.2pp | 71.1%-3.3pp |
| Annual return | 9.31% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,042 | $2,070-1.4% | $4,871-58.1% | $3,356-39.2% |
| Admin fee / account holder | $14 | $56-74.9% | $13,028-99.9% | $70-80.0% |