Filed June 11, 2014 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $106,519 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PA Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,548 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $9,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,222 | $54,890+33.4% | $63,244+15.8% | $59,188+23.7% |
| Participation rate | 91.1% | 75.6%+15.6pp | 71.0%+20.1pp | 69.4%+21.7pp |
| Annual return | 0.01% | 4.56%-4.5pp | -70.31%+70.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,886 | $1,831+3.0% | $2,322-18.8% | $2,098-10.1% |
| Participant deferral / active EE | $3,755 | $2,803+34.0% | $2,953+27.1% | $3,265+15.0% |
| Admin fee / account holder | $59 | $66-11.5% | $5,893-99.0% | $92-36.5% |