Filed May 5, 2005
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,883,642 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $100,800 |
NEPC, LLC7+ years Service code 27 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $92,046 |
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 | $65,426 | $101,555-35.6% | $98,864-33.8% | $101,555-35.6% |
| Participation rate | 98.7% | 74.5%+24.2pp | 65.7%+33.0pp | 74.5%+24.2pp |
| Annual return | 16.24% | 21.00%-4.8pp | 50.03%-33.8pp | 21.00%-4.8pp |
| Employer contribution / active EE | $1,779 | $2,972-40.1% | $2,068-14.0% | $2,972-40.1% |
| Participant deferral / active EE | $5,177 | $4,874+6.2% | $3,037+70.4% | $4,874+6.2% |
| Admin fee / account holder | $176 | $139+25.9% | $4,080-95.7% | $139+25.9% |