Filed October 19, 2004 (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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $372,216 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,000 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $27,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,782 | $110,258+60.3% | $102,460+72.5% | $200,096-11.7% |
| Participation rate | 93.9% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.8pp |
| Annual return | 14.89% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.4pp |
| Employer contribution / active EE | $5,864 | $3,605+62.7% | $3,025+93.8% | $3,038+93.0% |
| Participant deferral / active EE | $11,138 | $6,377+74.7% | $5,056+120.3% | $5,090+118.8% |
| Admin fee / account holder | $119 | $122-2.4% | $9,460-98.7% | $269-55.7% |