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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,640 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,128 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,061 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,740 |
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 | $87,452 | $81,494+7.3% | $133,978-34.7% | $73,497+19.0% |
| Participation rate | 86.9% | 76.4%+10.5pp | 79.8%+7.1pp | 70.7%+16.2pp |
| Annual return | 14.22% | 19.40%-5.2pp | 45.10%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,332 | $2,210-39.7% | $3,919-66.0% | $2,270-41.3% |
| Participant deferral / active EE | $4,738 | $3,787+25.1% | $5,047-6.1% | $3,740+26.7% |
| Admin fee / account holder | $224 | $713-68.6% | $8,930-97.5% | $513-56.4% |