Filed March 22, 2011 (most recent of 2 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $87,732 |
FIDUCIARY PLAN PARTNERS, LLC3 years Filed as: FIDUCIARY PLAN PARTNERS, INC Service code 27 · EIN 81-2872393 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $13,125 |
PLANTE & MORAN, PLLC9 years Filed as: PLANTE MORAN, P.C. Service code 10 · EIN 27-2628179 | Accounting | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 12.83% | 7.65%+5.2pp | 5.62%+7.2pp | 7.65%+5.2pp |
| Employer contribution / active EE | $9,009 | $20,582-56.2% | $37,825-76.2% | $20,582-56.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |