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 | $245,042 |
GATEWAY ADVISORY, LLC2 years Filed as: GATEWAY ADVISORY LLC Service code 16 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Consulting | $13,125 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, P.C. Service code 10 · EIN 27-2628179 | Accounting | $10,000 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.10% | -3.49%-0.6pp | 4.36%-8.5pp | 0.19%-4.3pp |
| Employer contribution / active EE | $14,178 | $17,891-20.8% | $27,383-48.2% | $13,763+3.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |