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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 95-4281021 6200 CANOGA AVE. #325 · WOODLAND HILLS, CA 913677475 | Other Services | $12,126 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $10,580 |
BENEFIT STRATEGIES, INC.1+ years Service code 49 · EIN 95-4502094 16800 DEVONSHIRE ST., #305 · GRANADA HILLS, CA 91344 | Other Services | $7,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $132 |
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.
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 | $20,612 | $34,220-39.8% | $73,836-72.1% | $59,188-65.2% |
| Participation rate | 16.3% | 59.1%-42.9pp | 73.4%-57.2pp | 69.4%-53.2pp |
| Annual return | -1.24% | 3.36%-4.6pp | 2268.06%-2269.3pp | 5.51%-6.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $269 | $2,035-86.8% | $3,583-92.5% | $3,265-91.8% |
| Admin fee / account holder | $71 | $64+11.5% | $4,882-98.5% | $92-22.5% |