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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $58,701 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,445 |
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 | $124,756 | $83,045+50.2% | $130,045-4.1% | $71,511+74.5% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.8pp |
| Annual return | 27.20% | 20.61%+6.6pp | -137.30%+164.5pp | 28.86%-1.7pp |
| Employer contribution / active EE | $4,566 | $2,623+74.1% | $4,321+5.7% | $2,589+76.4% |
| Participant deferral / active EE | $9,336 | $4,436+110.5% | $5,820+60.4% | $4,291+117.6% |
| Admin fee / account holder | $349 | $1,727-79.8% | $10,600-96.7% | $1,588-78.0% |