Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $99,392 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $78,000 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $28,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,159 | $106,028+24.6% | $146,958-10.1% | $77,643+70.2% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 17.14% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,467 | $4,063-14.7% | $4,933-29.7% | $2,726+27.2% |
| Participant deferral / active EE | $8,878 | $7,990+11.1% | $8,070+10.0% | $4,647+91.0% |
| Admin fee / account holder | $439 | $337+29.9% | $12,998-96.6% | $430+1.9% |