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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,616 |
Filed as: MESIROW FINANCIAL, INC. Service code 37 · EIN 36-3194849 | Loan Processing | $1,660 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,410 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $1,001 |
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 | $81,395 | $66,302+22.8% | $110,243-26.2% | $56,289+44.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 79.8%-4.8pp | 69.9%+5.1pp |
| Annual return | -4.57% | -1.18%-3.4pp | 314.76%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,385 | $2,047-32.3% | $3,827-63.8% | $2,111-34.4% |
| Participant deferral / active EE | $5,113 | $3,381+51.2% | $4,672+9.4% | $3,350+52.6% |
| Admin fee / account holder | $251 | $698-64.1% | $8,548-97.1% | $521-51.9% |