Filed November 18, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $160,665 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $102,275 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $31,220 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 90-0007886 | Advisory (Plan) | $28,175 |
Filed as: SIGNATOR INVESTORS, INC. Service code 28 · EIN 04-2442399 | Investment Management | $17,090 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,708 | $82,204+4.3% | $105,387-18.7% | $82,204+4.3% |
| Participation rate | 97.7% | 73.4%+24.3pp | 82.6%+15.2pp | 73.4%+24.3pp |
| Annual return | 23.08% | 26.31%-3.2pp | 26.82%-3.7pp | 26.31%-3.2pp |
| Employer contribution / active EE | $6,087 | $2,707+124.9% | $4,213+44.5% | $2,707+124.9% |
| Participant deferral / active EE | $5,938 | $4,246+39.9% | $5,502+7.9% | $4,246+39.9% |
| Admin fee / account holder | $25 | $76-67.5% | $6,559-99.6% | $76-67.5% |