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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $666,422 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $26,300 |
OPERATING ENGINEERS FUNDS, INC.6+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Service code 29 · EIN 95-4047729 | Legal | $6,665 |
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 | $19,659 | $63,356-69.0% | $103,378-81.0% | $106,408-81.5% |
| Participation rate | 85.3% | 84.3%+1.1pp | 74.5%+10.8pp | 69.9%+15.4pp |
| Annual return | 9.87% | 14.77%-4.9pp | 24.91%-15.0pp | 17.37%-7.5pp |
| Employer contribution / active EE | $5,073 | $4,310+17.7% | $3,870+31.1% | $3,361+50.9% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,058-100.0% | $5,567-100.0% |
| Admin fee / account holder | $40 | $110-63.7% | $8,401-99.5% | $79-49.4% |