Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653-3.5% | $147,080-33.3% | $74,459+31.7% |
| Participation rate | 67.1% | 75.6%-8.4pp | 82.2%-15.0pp | 67.2%-0.1pp |
| Annual return | 14.34% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,073 | $3,813-19.4% | $4,933-37.7% | $2,626+17.0% |
| Participant deferral / active EE | $7,973 | $7,304+9.2% | $8,066-1.2% | $4,350+83.3% |
| Admin fee / account holder | $544 | $1,752-68.9% | $12,989-95.8% | $1,945-72.0% |