Filed September 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,270 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $472 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,080 | $32,425+69.9% | $74,577-26.1% | $55,167-0.2% |
| Participation rate | 94.9% | 54.0%+40.9pp | 68.1%+26.8pp | 69.0%+25.9pp |
| Annual return | 4.13% | 10.63%-6.5pp | 20.47%-16.3pp | 169.23%-165.1pp |
| Employer contribution / active EE | $3,064 | $1,043+193.7% | $2,525+21.3% | $1,963+56.1% |
| Participant deferral / active EE | $2,759 | $1,995+38.3% | $3,458-20.2% | $3,054-9.7% |
| Admin fee / account holder | $63 | $748-91.6% | $4,138-98.5% | $504-87.5% |