Filed March 31, 1999
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 SER. Service code 13 · EIN 01-0233346 | Contract Administrator | $20,697 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $15,922 |
RVK, INC.1 year Filed as: RVK INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,764 | $60,504+149.2% | $81,882+84.1% | $74,478+102.4% |
| Participation rate | 92.4% | 62.9%+29.5pp | 72.4%+20.0pp | 67.2%+25.2pp |
| Annual return | 14.53% | 16.91%-2.4pp | 779.47%-764.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $6,737 | $2,627+156.5% | $2,916+131.0% | $2,626+156.5% |
| Participant deferral / active EE | $7,045 | $3,400+107.2% | $4,323+63.0% | $4,350+61.9% |
| Admin fee / account holder | $271 | $1,492-81.8% | $7,360-96.3% | $1,946-86.1% |