Filed January 7, 1999 (most recent of 7 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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $24,785 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE AND MORAN Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SEVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $13,890 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 7.59% | 0.80%+6.8pp | 5.44%+2.1pp | 4.16%+3.4pp |
| Employer contribution / active EE | $83,571 | $37,563+122.5% | $25,481+228.0% | $42,918+94.7% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |