Filed June 16, 2009 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 11 · EIN 01-0233346 | Actuarial | $104,132 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORS Service code 28 · EIN 06-0888148 1920 MAIN STREET · IRVING, CA 92614 | Investment Management | $62,178 |
ARISTOTLE CAPITAL MANAGEMENT1+ years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $26,285 |
Filed as: VOYA INVESTMENT MANAGEMENT CO Service code 28 BOX 223697 · PITTSBURG, PA 152512697 | Investment Management | $17,717 |
KSJG, LLP1+ years Service code 10 · EIN 95-3322166 | Accounting | $13,000 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ACTUARIES Service code 11 · EIN 41-1798737 | Actuarial | $8,067 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | -3.71% | 7.64%-11.3pp | 7.98%-11.7pp | 11.88%-15.6pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |