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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $137,309 |
UBS FINANCIAL SERVICES INC3 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $52,733 |
BKD, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $15,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,459 | $185,342+0.6% | $111,308+67.5% | $86,821+114.8% |
| Participation rate | 97.9% | 81.0%+17.0pp | 77.3%+20.6pp | 72.3%+25.7pp |
| Annual return | 15.90% | 500.80%-484.9pp | 54.67%-38.8pp | 97.94%-82.0pp |
| Employer contribution / active EE | $4,149 | $2,246+84.7% | $2,732+51.9% | $2,406+72.4% |
| Participant deferral / active EE | $12,800 | $4,458+187.1% | $4,487+185.2% | $4,132+209.8% |
| Admin fee / account holder | $266 | $255+4.1% | $7,965-96.7% | $170+56.9% |