Filed March 4, 2009
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 JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,252 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 37 · EIN 35-0145825 | Loan Processing | $25,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,137 | $50,919+69.2% | $155,556-44.6% | $77,762+10.8% |
| Participation rate | 51.0% | 63.1%-12.1pp | 78.2%-27.3pp | 70.6%-19.6pp |
| Annual return | 13.90% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.4pp |
| Employer contribution / active EE | $776 | $1,991-61.0% | $4,675-83.4% | $2,728-71.5% |
| Participant deferral / active EE | $2,253 | $2,824-20.2% | $5,631-60.0% | $4,651-51.6% |
| Admin fee / account holder | $206 | $437-52.9% | $15,885-98.7% | $433-52.5% |