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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $28,955 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $390 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,489 | $110,083-26.9% | $151,645-46.9% | $68,490+17.5% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -20.21% | -10.12%-10.1pp | 3.34%-23.5pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,825 | $4,470-59.2% | $6,165-70.4% | $2,597-29.7% |
| Participant deferral / active EE | $5,365 | $6,526-17.8% | $8,363-35.8% | $4,028+33.2% |
| Admin fee / account holder | $688 | $7,718-91.1% | $11,614-94.1% | $5,403-87.3% |