Filed March 13, 2019 (most recent of 4 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 SRVS Service code 13 · EIN 01-0233346 | Contract Administrator | $306,169 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $120,000 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $18,300 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $8,796 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,699 | $2,703,213-97.7% | $165,100-62.6% | $200,096-69.2% |
| Participation rate | 97.2% | 78.4%+18.7pp | 78.6%+18.6pp | 72.0%+25.2pp |
| Annual return | 14.82% | 17.97%-3.2pp | 70.21%-55.4pp | 34.26%-19.4pp |
| Employer contribution / active EE | $2,504 | $2,973-15.8% | $4,348-42.4% | $3,038-17.6% |
| Participant deferral / active EE | $6,298 | $5,021+25.4% | $6,035+4.4% | $5,090+23.7% |
| Admin fee / account holder | $72 | $1,999-96.4% | $12,696-99.4% | $269-73.2% |