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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $67,000 |
ANCHIN, BLOCK & ANCHIN LLP2+ years Service code 10 1375 BROADWAY NEW YORK · NEW YORK, NY 10018 | Accounting | $48,212 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $180,227 | $74,024+143.5% | $78,002+131.1% | $57,658+212.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 6.56% | 12.14%-5.6pp | 425.99%-419.4pp | 5.13%+1.4pp |
| Employer contribution / active EE | $9,689 | $2,365+309.6% | $2,470+292.2% | $1,974+390.9% |
| Participant deferral / active EE | $7,868 | $3,533+122.7% | $3,497+125.0% | $3,061+157.1% |
| Admin fee / account holder | $200 | $93+114.6% | $5,481-96.4% | $95+111.6% |