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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIEMENT PLAN SERVICE Service code 37 · EIN 15-3008106 601 CONGRESS STREET · BOSTON, MA 02210 | Loan Processing | $31,023 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 700 W. 47TH STREET, 5TH FLOOR · KANSAS CITY, MO 64112 | Advisory (Plan) | $29,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,687 | $21,965+71.6% | $59,496-36.7% | $59,188-36.3% |
| Participation rate | 23.7% | 32.6%-8.9pp | 54.6%-30.9pp | 69.4%-45.8pp |
| Annual return | 0.78% | 22.15%-21.4pp | 182.05%-181.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $261 | $316-17.4% | $1,153-77.3% | $2,098-87.5% |
| Participant deferral / active EE | $671 | $732-8.3% | $1,829-63.3% | $3,265-79.5% |
| Admin fee / account holder | $190 | $74+154.9% | $2,232-91.5% | $92+105.6% |