Filings through .
Filed December 19, 2019
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $18,431 |
GLEN CAMISA1 year Filed as: GLEN EAGLE ADVISORS LLC Service code 99 4422 NEW JERSEY 27 · KINGSTON, NJ 08528 | Other Fees | $12,429 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 99 920 WILSHIRE DRIVE · AMHERST, OH 44001 | Other Fees | $621 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.