Filed January 23, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $302,637 |
Service code 10 · EIN 05-0409384 | Accounting | $28,450 |
Filed as: SWBC INVESTMENT SERVICES Service code 26 9311 SAN PEDRO AVE STE 1040 · SAN ANTONIO, TX 78216 | Advisory (Participants) | $11,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,591 | $136,266-10.8% | $90,767+34.0% | $77,906+56.1% |
| Participation rate | 96.0% | 86.6%+9.3pp | 75.7%+20.3pp | 73.7%+22.3pp |
| Annual return | -17.46% | -11.32%-6.1pp | -12.16%-5.3pp | 12.16%-29.6pp |
| Employer contribution / active EE | $2,767 | $4,215-34.4% | $2,922-5.3% | $2,846-2.8% |
| Participant deferral / active EE | $7,620 | $6,353+19.9% | $4,565+66.9% | $4,805+58.6% |
| Admin fee / account holder | $159 | $399-60.2% | $8,445-98.1% | $133+19.8% |