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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 400 ATRIUM DR · SOMERSET, NJ 08873 | Consulting | $30,089 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SEVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $26,955 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE AND MORAN Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Filed as: WILSHIRE Service code 27 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $5,085 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -17.49% | -11.83%-5.7pp | -5.12%-12.4pp | -14.65%-2.8pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |