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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $54,678 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICE INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $38,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,901 | $95,369+54.0% | $135,942+8.1% | $74,440+97.3% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.8pp | 70.7%+24.9pp |
| Annual return | 16.65% | 32.72%-16.1pp | 68.28%-51.6pp | 34.37%-17.7pp |
| Employer contribution / active EE | $106 | $3,878-97.3% | $4,858-97.8% | $2,638-96.0% |
| Participant deferral / active EE | $11,233 | $7,788+44.2% | $7,759+44.8% | $4,529+148.0% |
| Admin fee / account holder | $254 | $266-4.7% | $10,764-97.6% | $348-27.1% |