Filed October 18, 2004
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $773,462 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $477,931 |
HARBOR9+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 56-1223381 | Investment Management | $427,714 |
Service code 28 · EIN 04-2929221 | Investment Management | $114,813 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 17 · EIN 94-2192581 | Pension Consulting | $91,371 |
Service code 28 · EIN 13-3979511 | Investment Management | $70,472 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $47,440 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,750 |
PENSION BENEFIT INFORMATION7 years Filed as: PENSION BENEFIT INFORMATION, INC. Service code 49 · EIN 94-2856521 | Other Services | $15,138 |
COMGEST US LLC1 year Service code 28 · EIN 35-2542960 | Investment Management | $11,830 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 11.73% | 9.87%+1.9pp | 15.31%-3.6pp | 9.11%+2.6pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |