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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 37 700 W. 47TH STREET, 5TH FLOOR · KANSAS CITY, MO 64112 | Loan Processing | $45,261 |
Filed as: JOHN HANCOCK USA Service code 37 · EIN 15-3008106 | Loan Processing | $4,334 |
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 | $54,253 | $25,165+115.6% | $73,550-26.2% | $77,958-30.4% |
| Participation rate | 19.6% | 36.6%-17.0pp | 54.9%-35.3pp | 71.6%-52.1pp |
| Annual return | 16.05% | 18.12%-2.1pp | -15.16%+31.2pp | 20.87%-4.8pp |
| Employer contribution / active EE | $227 | $395-42.5% | $1,219-81.4% | $2,310-90.2% |
| Participant deferral / active EE | $630 | $898-29.9% | $1,804-65.1% | $3,537-82.2% |
| Admin fee / account holder | $188 | $76+148.0% | $2,320-91.9% | $97+92.9% |