Filed July 29, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,096 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $15,395 |
Filed as: PREFERRED PRODUCT NETWORK Service code 22 4250 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Insurance Broker | $5,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,036 | $60,504-42.1% | $81,882-57.2% | $74,478-53.0% |
| Participation rate | 75.6% | 62.9%+12.6pp | 72.4%+3.2pp | 67.2%+8.3pp |
| Annual return | 13.06% | 16.91%-3.8pp | 779.47%-766.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,501 | $2,627-42.8% | $2,916-48.5% | $2,626-42.8% |
| Participant deferral / active EE | $3,588 | $3,400+5.5% | $4,323-17.0% | $4,350-17.5% |
| Admin fee / account holder | $238 | $1,492-84.1% | $7,360-96.8% | $1,946-87.8% |