Filed April 18, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $152,766 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $75,000 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 64 · EIN 06-6033492 | Recordkeeping Fees | $26,239 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 04-3401283 | Advisory (Plan) | $20,190 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE Service code 10 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Accounting | $18,939 |
Filed as: BUFFAMANTE WHIPPLE BUTTAFARO, PC Service code 10 130 S. UNION STREET · OLEAN, NY 14760 | Accounting | $7,300 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 14.32% | 10.09%+4.2pp | 175.18%-160.9pp | 627.08%-612.8pp |
| Employer contribution / active EE | $12,677 | $12,251+3.5% | $38,590-67.1% | $18,824-32.7% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |