Filed March 8, 1994
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 Service code 15 · EIN 80-0709115 692 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $78,994 |
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISORY Service code 26 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $66,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,928 | $79,519-10.8% | $95,964-26.1% | $73,412-3.4% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.4pp | 72.2%+21.3pp |
| Annual return | 12.67% | 19.20%-6.5pp | 91.64%-79.0pp | 59.30%-46.6pp |
| Employer contribution / active EE | $4,609 | $2,048+125.1% | $2,541+81.4% | $2,234+106.3% |
| Participant deferral / active EE | $2,698 | $4,138-34.8% | $4,167-35.2% | $3,806-29.1% |
| Admin fee / account holder | $303 | $184+64.2% | $6,797-95.5% | $158+91.6% |