Filed December 2, 2011 (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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $75,856 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 98-0186363 | Investment Management | $35,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,675 | $120,450+66.6% | $159,495+25.8% | $93,010+115.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 15.80% | 27.11%-11.3pp | 263.72%-247.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $5,040 | $3,526+43.0% | $4,831+4.3% | $2,705+86.3% |
| Participant deferral / active EE | $10,936 | $7,283+50.2% | $7,354+48.7% | $4,561+139.8% |
| Admin fee / account holder | $63 | $137-54.0% | $10,804-99.4% | $152-58.5% |