Filed October 2, 1997
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 | $219,321 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT GROUP Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,500 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $19,800 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K STREET, NW · WASHINGTON, DC 20005 | Insurance services | $19,085 |
BARLEY SNYDER1 year Service code 29 126 EAST KING STREET · LANCASTER, PA 17602 | Legal | $14,490 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $10,000 |
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 6.65% | 12.49%-5.8pp | 14.64%-8.0pp | 12.16%-5.5pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |