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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,395 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $67,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,399 | $101,317+5.0% | $146,958-27.6% | $74,495+42.8% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 11.26% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,235 | $3,810-67.6% | $4,933-75.0% | $2,623-52.9% |
| Participant deferral / active EE | $6,200 | $7,303-15.1% | $8,070-23.2% | $4,346+42.7% |
| Admin fee / account holder | $322 | $1,739-81.5% | $12,998-97.5% | $1,942-83.4% |