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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 94-3310364 | Recordkeeping | $5,445 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES, INC. Service code 15 · EIN 94-2158860 | Recordkeeping | $650 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 894109 · LOS ANGELES, CA 901894109 | Recordkeeping | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,500 | $104,475-19.1% | $159,436-47.0% | $79,386+6.4% |
| Participation rate | 21.6% | 76.6%-55.0pp | 82.8%-61.2pp | 70.7%-49.1pp |
| Annual return | 11.75% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,805 | $6,467-41.2% | $7,352-48.2% | $4,046-5.9% |
| Admin fee / account holder | $444 | $711-37.5% | $10,799-95.9% | $626-29.1% |