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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL Service code 27 1780 HUGHES LANDING BLVD · THE WOODLANDS, TX 77380 | Advisory (Plan) | $48,497 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $39,267 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,810 | $96,805-14.5% | $153,741-46.1% | $77,762+6.5% |
| Participation rate | 48.2% | 81.6%-33.4pp | 77.1%-28.9pp | 70.6%-22.4pp |
| Annual return | 14.21% | 14.39%-0.2pp | 15.71%-1.5pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,432 | $5,232-72.6% | $5,042-71.6% | $2,728-47.5% |
| Participant deferral / active EE | $5,049 | $6,601-23.5% | $6,757-25.3% | $4,651+8.6% |
| Admin fee / account holder | $446 | $182+145.0% | $12,749-96.5% | $433+3.1% |