Filed June 13, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 17 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Pension Consulting | $2,800 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,232 | $138,393+16.5% | $184,256-12.5% | $80,959+99.2% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.7%+28.7pp |
| Annual return | 14.55% | 20.01%-5.5pp | 28.85%-14.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,661 | $4,847-45.1% | $6,427-58.6% | $2,757-3.5% |
| Participant deferral / active EE | $6,236 | $7,076-11.9% | $9,133-31.7% | $4,300+45.0% |
| Admin fee / account holder | $799 | $10,489-92.4% | $13,899-94.3% | $6,925-88.5% |