Filed December 8, 2004
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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,205 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 200 BERKELEY STREET · SOSTON, MA 02116 | Recordkeeping | $26,872 |
Service code 13 · EIN 11-2931438 50 STEWART AVENUE · HUNTINGTON, NY 11743 | Contract Administrator | $8,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,525 | $46,332-38.4% | $143,799-80.2% | $64,819-56.0% |
| Participation rate | 97.7% | 64.2%+33.4pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -9.63% | -10.05%+0.4pp | -0.04%-9.6pp | 32.84%-42.5pp |
| Employer contribution / active EE | $1,585 | $1,911-17.1% | $4,952-68.0% | $2,507-36.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $170 | $154+10.2% | $14,677-98.8% | $188-9.7% |