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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,958 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,030 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,210 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,569 | $71,526-71.2% | $98,450-79.1% | $71,495-71.2% |
| Participation rate | 88.3% | 72.7%+15.6pp | 75.2%+13.1pp | 67.9%+20.4pp |
| Annual return | 15.27% | 32.42%-17.1pp | 21.16%-5.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,398 | $2,400-41.7% | $3,049-54.1% | $2,589-46.0% |
| Participant deferral / active EE | $3,139 | $4,110-23.6% | $4,739-33.8% | $4,291-26.9% |
| Admin fee / account holder | $179 | $1,675-89.3% | $8,961-98.0% | $1,588-88.7% |