Filed November 9, 2005
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $192,400 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,864 | $90,064+127.5% | $100,415+104.0% | $77,762+163.5% |
| Participation rate | 99.8% | 81.3%+18.5pp | 81.5%+18.2pp | 70.6%+29.2pp |
| Annual return | 14.30% | 20.61%-6.3pp | 49.47%-35.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $9,879 | $3,043+224.6% | $3,943+150.5% | $2,728+262.1% |
| Participant deferral / active EE | $15,663 | $8,282+89.1% | $8,091+93.6% | $4,651+236.8% |
| Admin fee / account holder | $357 | $172+107.3% | $7,906-95.5% | $433-17.6% |