Filed January 30, 2006
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 SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $94,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $25,387 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,250 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 8.28% | 6.68%+1.6pp | 1.15%+7.1pp | 11.88%-3.6pp |
| Employer contribution / active EE | $0 | $17,550-100.0% | $26,339-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $1,230 | $1,2300% | $178+590.5% | $518+137.3% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |