Filed February 16, 2001
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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52,266 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $32,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $102,231 | $80,354+27.2% | $133,975-23.7% | $63,975+59.8% |
| Participation rate | 89.5% | 87.5%+2.0pp | 87.1%+2.4pp | 71.1%+18.4pp |
| Annual return | 6.99% | 13.11%-6.1pp | 29.29%-22.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $384 | $3,503-89.0% | $5,211-92.6% | $2,182-82.4% |
| Participant deferral / active EE | $7,149 | $5,239+36.5% | $6,282+13.8% | $3,356+113.0% |
| Admin fee / account holder | $25 | $69-64.2% | $9,324-99.7% | $70-64.8% |