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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,572 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $13,849 | $46,966-70.5% | $185,117-92.5% | $69,631-80.1% |
| Participation rate | 67.9% | 65.3%+2.7pp | 77.3%-9.3pp | 70.7%-2.7pp |
| Annual return | 14.04% | 22.36%-8.3pp | 40.50%-26.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $800 | $1,360-41.2% | $4,182-80.9% | $2,032-60.7% |
| Participant deferral / active EE | $1,214 | $3,017-59.8% | $5,045-75.9% | $3,224-62.3% |
| Admin fee / account holder | $64 | $94-31.4% | $8,159-99.2% | $110-41.7% |