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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,852 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,263 | $104,482-57.6% | $159,455-72.2% | $79,393-44.2% |
| Participation rate | 88.0% | 76.6%+11.4pp | 82.8%+5.1pp | 70.7%+17.3pp |
| Annual return | 17.88% | 67.96%-50.1pp | 263.63%-245.8pp | 116.87%-99.0pp |
| Employer contribution / active EE | $2,369 | $3,416-30.7% | $4,830-51.0% | $2,428-2.4% |
| Participant deferral / active EE | $4,409 | $6,467-31.8% | $7,353-40.0% | $4,046+9.0% |
| Admin fee / account holder | $263 | $711-63.0% | $10,800-97.6% | $627-58.0% |