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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,509 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,880 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,330 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,140 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,303 | $86,341+5.7% | $125,195-27.1% | $65,186+40.1% |
| Participation rate | 78.2% | 75.3%+2.9pp | 79.8%-1.6pp | 70.2%+8.0pp |
| Annual return | 24.23% | 27.44%-3.2pp | 43.79%-19.6pp | 29.39%-5.2pp |
| Employer contribution / active EE | $1,313 | $2,040-35.6% | $3,866-66.0% | $2,177-39.7% |
| Participant deferral / active EE | $4,611 | $3,538+30.3% | $4,937-6.6% | $3,514+31.2% |
| Admin fee / account holder | $228 | $609-62.6% | $9,704-97.7% | $847-73.1% |