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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $651,683 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,500 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $27,200 |
Service code 29 · EIN 95-4047729 | Legal | $25,224 |
OPERATING ENGINEERS FUNDS, INC.7+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $166,271-84.2% | $107,187-75.5% | $166,271-84.2% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.0%+6.7pp | 79.1%+2.7pp |
| Annual return | 10.20% | 15.58%-5.4pp | 204.55%-194.3pp | 15.58%-5.4pp |
| Employer contribution / active EE | $5,331 | $4,136+28.9% | $3,782+40.9% | $4,136+28.9% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $5,096-100.0% | $7,214-100.0% |
| Admin fee / account holder | $40 | $445-90.9% | $9,162-99.6% | $445-90.9% |