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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $93,901-72.1% | $150,734-82.6% | $93,901-72.1% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.4%+3.3pp | 81.9%-0.1pp |
| Annual return | 10.20% | 11.15%-0.9pp | 600.81%-590.6pp | 11.15%-0.9pp |
| Employer contribution / active EE | $5,331 | $4,205+26.8% | $4,918+8.4% | $4,205+26.8% |
| Participant deferral / active EE | $0 | $4,155-100.0% | $5,610-100.0% | $4,155-100.0% |
| Admin fee / account holder | $40 | $66-39.2% | $14,905-99.7% | $66-39.2% |