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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 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $16,930 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $534 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,837 | $27,800-43.0% | $58,507-72.9% | $71,529-77.9% |
| Participation rate | 90.8% | 34.6%+56.2pp | 50.9%+40.0pp | 67.9%+22.9pp |
| Annual return | 13.05% | 26.80%-13.8pp | 4252.32%-4239.3pp | 28.97%-15.9pp |
| Employer contribution / active EE | $1,368 | $632+116.6% | $1,053+29.9% | $2,590-47.2% |
| Participant deferral / active EE | $1,763 | $1,208+45.9% | $1,922-8.3% | $4,291-58.9% |
| Admin fee / account holder | $171 | $1,637-89.6% | $2,486-93.1% | $1,588-89.3% |