Filed November 20, 2014 (most recent of 4 filings on file)
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 SER Service code 37 · EIN 45-3008106 | Loan Processing | $36,476 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $10,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,242 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,825 | $44,059+106.1% | $71,671+26.7% | $69,634+30.4% |
| Participation rate | 93.6% | 60.8%+32.9pp | 68.7%+24.9pp | 70.7%+22.9pp |
| Annual return | 18.41% | 21.97%-3.6pp | 20.65%-2.2pp | 27572.26%-27553.8pp |
| Employer contribution / active EE | $3,590 | $1,305+175.1% | $2,460+45.9% | $2,032+76.6% |
| Participant deferral / active EE | $4,380 | $2,370+84.8% | $3,438+27.4% | $3,224+35.9% |
| Admin fee / account holder | $123 | $108+14.6% | $5,558-97.8% | $110+11.7% |