Filed October 12, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,130 |
THE CENTURION GROUP, LLC5+ years Service code 27 · EIN 20-3832996 | Advisory (Plan) | $29,167 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $28,750 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $16,667 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 265 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,778 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,579 | $73,404+32.9% | $87,102+12.0% | $67,584+44.4% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.9%+20.0pp | 71.3%+25.6pp |
| Annual return | 21.51% | 48.29%-26.8pp | 28.19%-6.7pp | 378.59%-357.1pp |
| Employer contribution / active EE | $4,802 | $2,014+138.4% | $2,521+90.4% | $2,148+123.6% |
| Participant deferral / active EE | $7,702 | $3,913+96.8% | $4,048+90.2% | $3,540+117.6% |
| Admin fee / account holder | $76 | $142-46.3% | $7,493-99.0% | $142-46.5% |