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 | $109,995 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $56,250 |
EISNERAMPER LLP6 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $31,500 |
Filed as: CBIZ, INC. Service code 17 · EIN 22-2769024 | Pension Consulting | $7,500 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,608 | $81,948+172.9% | $90,766+146.4% | $64,824+244.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -15.93% | -12.53%-3.4pp | -12.16%-3.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $11,063 | $3,067+260.7% | $2,922+278.6% | $2,507+341.3% |
| Participant deferral / active EE | $9,853 | $4,844+103.4% | $4,565+115.8% | $4,311+128.5% |
| Admin fee / account holder | $301 | $157+91.3% | $8,446-96.4% | $188+60.0% |