Filed August 26, 2011
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 SERCV Service code 15 · EIN 01-0233346 | Recordkeeping | $30,300 |
OPPENHEIMER2+ years Service code 27 · EIN 13-5657518 | Advisory (Plan) | $21,142 |
TRUCKER HUSS1 year Filed as: TUCKER HUSS Service code 29 · EIN 94-3216063 | Legal | $8,815 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,882 | $31,036-39.2% | $71,796-73.7% | $65,292-71.1% |
| Participation rate | 68.8% | 56.1%+12.8pp | 69.1%-0.3pp | 72.4%-3.6pp |
| Annual return | 5.81% | 8.62%-2.8pp | 78.04%-72.2pp | 11.84%-6.0pp |
| Employer contribution / active EE | $286 | $662-56.8% | $1,924-85.1% | $2,302-87.6% |
| Participant deferral / active EE | $883 | $1,336-33.9% | $2,794-68.4% | $3,579-75.3% |
| Admin fee / account holder | $6 | $65-90.0% | $4,815-99.9% | $57-88.7% |