Filed May 27, 2012
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 |
|---|---|---|
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $78,059 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $9,371 |
GOLDLEAF PARTNERS5 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $7,896 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,260 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,278 | $104,336+4.7% | $159,474-31.5% | $86,821+25.9% |
| Participation rate | 87.6% | 77.7%+9.9pp | 82.8%+4.8pp | 72.3%+15.3pp |
| Annual return | 16.25% | 26.32%-10.1pp | 263.68%-247.4pp | 97.94%-81.7pp |
| Employer contribution / active EE | $4,270 | $3,451+23.7% | $4,831-11.6% | $2,406+77.5% |
| Participant deferral / active EE | $9,852 | $6,837+44.1% | $7,353+34.0% | $4,132+138.4% |
| Admin fee / account holder | $18 | $172-89.6% | $10,802-99.8% | $170-89.4% |