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| 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 | $89,067+97.5% | $102,423+71.7% | $77,714+126.3% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 16.41% | 25.01%-8.6pp | 29.42%-13.0pp | 31.26%-14.8pp |
| Employer contribution / active EE | $3,967 | $2,699+46.9% | $3,023+31.2% | $2,727+45.5% |
| Participant deferral / active EE | $12,604 | $5,147+144.9% | $5,054+149.4% | $4,649+171.1% |
| Admin fee / account holder | $290 | $236+23.1% | $9,455-96.9% | $433-33.0% |