Filed July 9, 2006
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $158,369 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $86,886 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,478 | $199,768-91.8% | $69,701-76.4% | $199,768-91.8% |
| Participation rate | 97.6% | 72.0%+25.6pp | 66.4%+31.2pp | 72.0%+25.6pp |
| Annual return | 23.45% | 34.26%-10.8pp | 100.32%-76.9pp | 34.26%-10.8pp |
| Employer contribution / active EE | $1,146 | $3,037-62.3% | $1,713-33.1% | $3,037-62.3% |
| Participant deferral / active EE | $2,581 | $5,090-49.3% | $2,887-10.6% | $5,090-49.3% |
| Admin fee / account holder | $72 | $269-73.4% | $4,717-98.5% | $269-73.4% |