Filed August 14, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,541 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,874 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,824 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,457 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,320 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,057 | $51,620+28.0% | $90,324-26.9% | $65,186+1.3% |
| Participation rate | 89.9% | 68.6%+21.2pp | 73.3%+16.6pp | 70.2%+19.7pp |
| Annual return | 23.70% | 24.94%-1.2pp | 78.15%-54.4pp | 29.39%-5.7pp |
| Employer contribution / active EE | $4,662 | $2,235+108.6% | $2,856+63.3% | $2,177+114.2% |
| Participant deferral / active EE | $3,429 | $2,871+19.5% | $3,885-11.7% | $3,514-2.4% |
| Admin fee / account holder | $313 | $384-18.5% | $5,356-94.1% | $847-63.0% |