Filed March 11, 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 |
|---|---|---|
PENSION INVESTORS CORPORATION10+ years Service code 13 · EIN 59-2166422 | Contract Administrator | $10,306 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $860 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,986 | $54,193-35.4% | $93,654-62.6% | $77,671-55.0% |
| Participation rate | 70.7% | 63.9%+6.7pp | 68.7%+2.0pp | 70.6%+0.1pp |
| Annual return | 12.17% | 30.54%-18.4pp | 133.34%-121.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $231 | $1,168-80.2% | $2,421-90.4% | $2,726-91.5% |
| Participant deferral / active EE | $3,058 | $3,144-2.7% | $4,413-30.7% | $4,648-34.2% |
| Admin fee / account holder | $203 | $576-64.8% | $8,282-97.6% | $430-52.9% |