Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,791 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $86,269 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,263 | $100,801+8.4% | $149,730-27.0% | $73,412+48.8% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 16.18% | 265.34%-249.2pp | 276.70%-260.5pp | 59.30%-43.1pp |
| Employer contribution / active EE | $1,690 | $3,312-49.0% | $4,645-63.6% | $2,234-24.4% |
| Participant deferral / active EE | $8,224 | $6,404+28.4% | $6,843+20.2% | $3,806+116.1% |
| Admin fee / account holder | $147 | $181-18.4% | $9,310-98.4% | $158-6.6% |