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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $226,609 |
UBS FINANCIAL SERVICES INC5 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $50,949 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $17,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,888 | $99,168+58.2% | $96,534+62.5% | $74,460+110.7% |
| Participation rate | 99.5% | 80.7%+18.9pp | 76.0%+23.6pp | 70.7%+28.8pp |
| Annual return | 18.78% | 22.40%-3.6pp | 25.88%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,074 | $2,570+58.6% | $2,965+37.4% | $2,638+54.4% |
| Participant deferral / active EE | $12,443 | $4,936+152.1% | $4,851+156.5% | $4,530+174.7% |
| Admin fee / account holder | $328 | $225+45.7% | $8,253-96.0% | $348-5.8% |