Filed October 12, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 11 · EIN 01-0233346 | Actuarial | $50,000 |
NAVOLIO & TALLMAN LLP5+ years Service code 10 · EIN 26-1367143 | Accounting | $14,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 5.66% | 9.74%-4.1pp | 12.68%-7.0pp | 9.89%-4.2pp |
| Employer contribution / active EE | $8,837 | $15,597-43.3% | $41,626-78.8% | $14,313-38.3% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |