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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $59,639 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,122 | $52,960+23.0% | $86,656-24.9% | $80,169-18.8% |
| Participation rate | 50.6% | 62.4%-11.8pp | 71.7%-21.1pp | 72.9%-22.3pp |
| Annual return | 19.02% | 24.84%-5.8pp | 593.09%-574.1pp | 40.39%-21.4pp |
| Employer contribution / active EE | $1,405 | $2,138-34.3% | $3,025-53.6% | $2,978-52.8% |
| Participant deferral / active EE | $2,801 | $3,226-13.2% | $4,439-36.9% | $5,016-44.2% |
| Admin fee / account holder | $115 | $113+1.4% | $5,619-98.0% | $145-20.8% |