Filed May 14, 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 SVCS Service code 11 · EIN 01-0233346 | Actuarial | $75,847 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, P.C. Service code 10 · EIN 27-2628179 | Accounting | $23,055 |
GATEWAY ADVISORY, LLC1 year Filed as: GATEWAY ADVISORY LLC Service code 16 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Consulting | $17,500 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.17% | 12.38%+0.8pp | 10.53%+2.6pp | 23.90%-10.7pp |
| Employer contribution / active EE | $13,675 | $23,325-41.4% | $29,360-53.4% | $16,539-17.3% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |