Filed April 15, 2008
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $61,567 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $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 | $76,071 | $81,504-6.7% | $102,437-25.7% | $80,959-6.0% |
| Participation rate | 98.9% | 66.9%+32.1pp | 74.5%+24.4pp | 67.7%+31.3pp |
| Annual return | 11.52% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,694 | $3,871+124.6% | $5,060+71.8% | $4,300+102.2% |
| Admin fee / account holder | $422 | $6,719-93.7% | $8,388-95.0% | $6,925-93.9% |