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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 37 · EIN 15-3008106 | Loan Processing | $14,880 |
UBS FINANCIAL SERVICES INC2+ years Service code 37 700 W. 47TH STREET, 5TH FLOOR · KANSAS CITY, MO 64112 | Loan Processing | $11,657 |
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 | $39,921 | $23,385+70.7% | $69,182-42.3% | $57,658-30.8% |
| Participation rate | 22.9% | 37.9%-15.0pp | 55.1%-32.2pp | 70.2%-47.3pp |
| Annual return | 8.83% | -659.34%+668.2pp | -21.93%+30.8pp | 5.13%+3.7pp |
| Employer contribution / active EE | $270 | $422-36.0% | $1,206-77.6% | $1,974-86.3% |
| Participant deferral / active EE | $755 | $843-10.5% | $1,897-60.2% | $3,061-75.3% |
| Admin fee / account holder | $84 | $82+1.9% | $2,697-96.9% | $95-11.4% |