Filed June 12, 2008
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $31,770 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,405 | $52,303-32.3% | $178,510-80.2% | $73,415-51.8% |
| Participation rate | 81.9% | 65.3%+16.6pp | 81.9%0pp | 72.2%+9.8pp |
| Annual return | 16.97% | 34.76%-17.8pp | 151.13%-134.2pp | 59.30%-42.3pp |
| Employer contribution / active EE | $2,035 | $1,737+17.2% | $5,011-59.4% | $2,234-8.9% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $53 | $127-58.2% | $13,988-99.6% | $158-66.3% |