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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,076 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $1,800 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $1,502 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,430 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,881 | $71,192+16.4% | $117,861-29.7% | $62,293+33.1% |
| Participation rate | 74.8% | 74.2%+0.5pp | 79.7%-4.9pp | 69.5%+5.3pp |
| Annual return | 18.86% | 18.66%+0.2pp | 335.11%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,317 | $1,934-31.9% | $3,786-65.2% | $2,042-35.5% |
| Participant deferral / active EE | $4,881 | $3,189+53.1% | $4,482+8.9% | $3,169+54.0% |
| Admin fee / account holder | $142 | $587-75.9% | $8,021-98.2% | $479-70.4% |