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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,625 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,631 | $84,493-59.0% | $125,381-72.4% | $66,938-48.3% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -16.24% | -8.49%-7.7pp | 572.31%-588.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,622 | $3,554-26.2% | $4,815-45.5% | $2,545+3.0% |
| Participant deferral / active EE | $5,152 | $6,783-24.1% | $7,448-30.8% | $4,238+21.6% |
| Admin fee / account holder | $232 | $685-66.2% | $10,007-97.7% | $594-61.0% |