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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,307 | $50,919-73.9% | $155,556-91.4% | $77,762-82.9% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.8pp | 70.6%+18.5pp |
| Annual return | 13.05% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $314 | $1,991-84.2% | $4,675-93.3% | $2,728-88.5% |
| Participant deferral / active EE | $1,636 | $2,824-42.1% | $5,631-70.9% | $4,651-64.8% |
| Admin fee / account holder | $113 | $437-74.1% | $15,885-99.3% | $433-73.8% |