Filed April 7, 2006 (most recent of 2 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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $26,585 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $26,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $126,524 | $123,793+2.2% | $177,848-28.9% | $79,856+58.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.28% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $4,262 | $4,095+4.1% | $5,919-28.0% | $2,471+72.5% |
| Participant deferral / active EE | $4,370 | $5,956-26.6% | $7,714-43.3% | $3,741+16.8% |
| Admin fee / account holder | $415 | $7,243-94.3% | $12,431-96.7% | $5,306-92.2% |