Filed March 2, 2006 (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 |
|---|---|---|
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $49,157 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,881 |
HAYFLICH & STEINBERG4 years Service code 15 · EIN 37-1496963 | Recordkeeping | $7,000 |
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 | $37,511 | $64,286-41.6% | $90,970-58.8% | $73,412-48.9% |
| Participation rate | 83.3% | 63.6%+19.7pp | 69.0%+14.3pp | 72.2%+11.2pp |
| Annual return | 12.44% | 21.46%-9.0pp | 134.58%-122.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $265 | $895-70.4% | $2,122-87.5% | $2,234-88.1% |
| Participant deferral / active EE | $2,731 | $2,453+11.3% | $3,373-19.0% | $3,806-28.2% |
| Admin fee / account holder | $185 | $287-35.5% | $5,960-96.9% | $158+17.3% |