Filed March 17, 1997
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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $49,593 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Advisory (Plan) | $7,279 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: INTERNATIONAL VALUE ADVISERS, LLC Service code 28 717 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 3.08% | 0.80%+2.3pp | 5.44%-2.4pp | 4.16%-1.1pp |
| Employer contribution / active EE | $3,201 | $37,563-91.5% | $25,481-87.4% | $42,918-92.5% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |