Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $537,752 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $15,400 |
OPERATING ENGINEERS FUNDS, INC.4+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Filed as: LAQUER, URBAN, CLIFFORD & HODGE LLP Service code 29 · EIN 95-4047729 | Legal | $9,382 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,481 | $51,785-81.7% | $112,270-91.6% | $89,433-89.4% |
| Participation rate | 94.2% | 82.2%+12.0pp | 75.1%+19.1pp | 71.3%+22.9pp |
| Annual return | -11.64% | -11.06%-0.6pp | 27.49%-39.1pp | -11.88%+0.2pp |
| Employer contribution / active EE | $4,136 | $3,782+9.3% | $3,635+13.8% | $3,021+36.9% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $39 | $102-61.3% | $6,411-99.4% | $79-50.5% |