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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,852 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $54 |
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.
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 | $10,334 | $46,732-77.9% | $156,552-93.4% | $55,167-81.3% |
| Participation rate | 31.0% | 65.8%-34.8pp | 84.0%-53.0pp | 69.0%-38.0pp |
| Annual return | 5.79% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $218 | $2,105-89.6% | $5,501-96.0% | $1,963-88.9% |
| Participant deferral / active EE | $831 | $2,204-62.3% | $4,871-82.9% | $3,054-72.8% |
| Admin fee / account holder | $18 | $418-95.8% | $13,028-99.9% | $504-96.5% |