Filed August 30, 2005
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 18 · EIN 80-0709115 | Trustee (bank, trust company, or simi... | $33,542 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES9 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $16,013 |
BACHELER & COMPANY PC2 years Service code 10 · EIN 23-2978066 | Accounting | $11,521 |
Filed as: WILLIG, WILLIAMS, AND DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $9,060 |
Service code 12 · EIN 20-4056745 | Plan Administrator; Claims processing... | $6,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,988 | $62,177+118.7% | $81,370+67.1% | $74,478+82.6% |
| Participation rate | 92.6% | 64.1%+28.5pp | 69.5%+23.1pp | 67.2%+25.4pp |
| Annual return | 9.52% | 16.62%-7.1pp | 24.85%-15.3pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $4,000 | $1,881+112.6% | $2,464+62.3% | $2,626+52.3% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $796 | $1,927-58.7% | $5,749-86.2% | $1,946-59.1% |