Filed November 15, 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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $172,489 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 1821 NW 108TH AVE · OAK BROOK, IL 60523 | Advisory (Plan) | $62,969 |
KAUFMAN ROSSIN & CO10+ years Filed as: KAUFMAN, ROSSIN & CO PA Service code 10 · EIN 59-1818353 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,732 | $102,385+50.2% | $147,080+4.5% | $80,935+89.9% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.7%+25.3pp |
| Annual return | 11.77% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $18,958 | $3,717+410.1% | $4,933+284.3% | $2,757+587.7% |
| Participant deferral / active EE | $18,758 | $6,651+182.0% | $8,066+132.5% | $4,299+336.3% |
| Admin fee / account holder | $730 | $7,951-90.8% | $12,989-94.4% | $6,924-89.5% |