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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $49,181 |
Service code 17 · EIN 62-1038805 | Pension Consulting | $18,721 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $5,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,045 | $101,672-3.6% | $147,117-33.4% | $74,478+31.6% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.0pp | 67.2%-0.1pp |
| Annual return | 14.34% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,073 | $3,813-19.4% | $4,932-37.7% | $2,626+17.0% |
| Participant deferral / active EE | $7,973 | $7,305+9.1% | $8,065-1.1% | $4,350+83.3% |
| Admin fee / account holder | $544 | $1,753-69.0% | $12,993-95.8% | $1,946-72.0% |