Filed November 22, 1
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $95,493 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $77,550 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $38,493 |
Filed as: CBIZ, INC. Service code 27 · EIN 22-2769024 | Advisory (Plan) | $16,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,505 | $92,186+213.0% | $105,624+173.1% | $77,762+271.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 15.35% | 17.83%-2.5pp | 116.20%-100.9pp | 31.27%-15.9pp |
| Employer contribution / active EE | $11,582 | $3,376+243.1% | $3,168+265.6% | $2,728+324.5% |
| Participant deferral / active EE | $10,763 | $5,395+99.5% | $5,013+114.7% | $4,651+131.4% |
| Admin fee / account holder | $343 | $219+56.4% | $10,961-96.9% | $433-20.8% |