Filed October 18, 2004 (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 SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $472,258 |
SMITH & HOWARD, PC2+ years Filed as: SMITH HAYES Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 68114 | Advisory (Plan) | $93,750 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $31,250 |
BKD, LLP2+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $15,500 |
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 | $79,700 | $34,495+131.0% | $78,677+1.3% | $63,975+24.6% |
| Participation rate | 97.6% | 60.8%+36.8pp | 73.6%+24.0pp | 71.1%+26.4pp |
| Annual return | 8.09% | 11.62%-3.5pp | 62.19%-54.1pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,783 | $1,398+27.6% | $2,850-37.4% | $2,182-18.3% |
| Participant deferral / active EE | $4,704 | $2,100+123.9% | $3,517+33.7% | $3,356+40.1% |
| Admin fee / account holder | $248 | $68+264.7% | $4,510-94.5% | $70+252.0% |