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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $15,379 |
Filed as: UBS FINANCIAL Service code 27 1780 HUGHES LANDING BLVD · THE WOODLANDS, TX 77380 | Advisory (Plan) | $12,810 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,621 | $64,457-35.4% | $111,392-62.6% | $55,725-25.3% |
| Participation rate | 44.2% | 79.7%-35.5pp | 78.9%-34.7pp | 70.9%-26.7pp |
| Annual return | -6.45% | -19.97%+13.5pp | -2.06%-4.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $975 | $3,956-75.3% | $4,328-77.5% | $2,078-53.1% |
| Participant deferral / active EE | $3,512 | $5,219-32.7% | $5,567-36.9% | $3,356+4.7% |
| Admin fee / account holder | $123 | $112+9.9% | $12,266-99.0% | $115+6.9% |