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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $115,840 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
EISNERAMPER LLP7 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $33,600 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
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 | $253,024 | $84,784+198.4% | $98,461+157.0% | $74,460+239.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 15.72% | 20.59%-4.9pp | 21.17%-5.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | $11,771 | $3,364+249.9% | $3,049+286.1% | $2,638+346.2% |
| Participant deferral / active EE | $10,720 | $5,218+105.4% | $4,738+126.2% | $4,530+136.6% |
| Admin fee / account holder | $335 | $204+63.8% | $8,961-96.3% | $348-3.7% |