Filed January 18, 2008 (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.
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $530,793 |
MERCER10+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $111,658 |
Service code 10 · EIN 13-4008324 | Accounting | $80,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,558 | $140,910-28.6% | $76,030+32.3% | $106,553-5.6% |
| Participation rate | 67.6% | 64.1%+3.5pp | 69.1%-1.4pp | 69.8%-2.2pp |
| Annual return | 14.54% | 16.51%-2.0pp | 361.54%-347.0pp | 17.37%-2.8pp |
| Employer contribution / active EE | $2,137 | $5,354-60.1% | $2,688-20.5% | $3,359-36.4% |
| Participant deferral / active EE | $4,239 | $5,004-15.3% | $4,257-0.4% | $5,562-23.8% |
| Admin fee / account holder | $72 | $117-38.9% | $6,421-98.9% | $80-10.0% |