Filed April 8, 2003 (most recent of 3 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 |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,800 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $13,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,903 | $54,245+93.4% | $93,727+11.9% | $77,762+34.9% |
| Participation rate | 68.9% | 63.9%+5.0pp | 68.7%+0.2pp | 70.6%-1.7pp |
| Annual return | 14.98% | 30.58%-15.6pp | 133.83%-118.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,482 | $1,168+26.9% | $2,421-38.8% | $2,728-45.7% |
| Participant deferral / active EE | $2,461 | $3,144-21.7% | $4,417-44.3% | $4,651-47.1% |
| Admin fee / account holder | $94 | $575-83.6% | $8,292-98.9% | $433-78.2% |