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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $192,781 |
UBS FINANCIAL SERVICES INC6 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $58,882 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,900 |
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 | $175,893 | $89,123+97.4% | $102,460+71.7% | $77,762+126.2% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 16.41% | 25.05%-8.6pp | 29.47%-13.1pp | 31.27%-14.9pp |
| Employer contribution / active EE | $3,967 | $2,700+46.9% | $3,025+31.1% | $2,728+45.4% |
| Participant deferral / active EE | $12,604 | $5,148+144.9% | $5,056+149.3% | $4,651+171.0% |
| Admin fee / account holder | $290 | $236+23.1% | $9,460-96.9% | $433-32.9% |