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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $14,040 |
Filed as: TRANSAMERICA LIFE INSURANCE CMPNY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,405 | $62,267+14.7% | $110,243-35.2% | $55,725+28.1% |
| Participation rate | 68.4% | 78.1%-9.8pp | 79.8%-11.5pp | 70.9%-2.5pp |
| Annual return | 10.48% | -1.07%+11.5pp | 314.76%-304.3pp | 244.93%-234.5pp |
| Employer contribution / active EE | $1,846 | $1,941-4.9% | $3,827-51.8% | $2,078-11.2% |
| Participant deferral / active EE | $3,455 | $3,516-1.7% | $4,672-26.0% | $3,356+3.0% |
| Admin fee / account holder | $74 | $121-38.4% | $8,548-99.1% | $115-35.4% |