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.
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 SERVI Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $69,458 |
Service code 13 · EIN 11-2931438 50 STEWART AVENUE · HUNTINGTON, NY 11743 | Contract Administrator | $2,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,757 | $47,135-39.0% | $149,717-80.8% | $74,440-61.4% |
| Participation rate | 98.2% | 63.4%+34.8pp | 78.8%+19.4pp | 70.7%+27.5pp |
| Annual return | 6.10% | 22.75%-16.7pp | 134.41%-128.3pp | 34.37%-28.3pp |
| Employer contribution / active EE | $1,642 | $1,906-13.9% | $4,820-65.9% | $2,638-37.8% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $149 | $343-56.5% | $13,213-98.9% | $348-57.1% |