Filed January 18, 1996
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $43,725 |
WAY, RAY, SHELTON & CO., P.C.2+ years Service code 10 · EIN 63-0962807 | Accounting | $11,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,081 | $80,211+39.7% | $74,184+51.1% | $63,975+75.2% |
| Participation rate | 98.7% | 84.2%+14.5pp | 76.6%+22.1pp | 71.1%+27.6pp |
| Annual return | 4.95% | 14.13%-9.2pp | 17.74%-12.8pp | 48.65%-43.7pp |
| Employer contribution / active EE | $3,739 | $2,553+46.4% | $2,370+57.7% | $2,182+71.4% |
| Participant deferral / active EE | $3,569 | $4,370-18.3% | $3,550+0.6% | $3,356+6.3% |
| Admin fee / account holder | $43 | $67-36.0% | $5,586-99.2% | $70-39.0% |