Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $2,165,778 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $26,000 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 50 · EIN 43-0345811 | Direct Payment | $22,323 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,328 | $96,381+30.0% | $140,019-10.5% | $73,367+70.8% |
| Participation rate | 93.0% | 90.1%+2.9pp | 87.5%+5.5pp | 69.5%+23.5pp |
| Annual return | -5.77% | -4.30%-1.5pp | 651.19%-657.0pp | 173.45%-179.2pp |
| Employer contribution / active EE | $4,447 | $4,168+6.7% | $5,605-20.7% | $2,499+78.0% |
| Participant deferral / active EE | $7,213 | $6,186+16.6% | $6,927+4.1% | $4,033+78.9% |
| Admin fee / account holder | $42 | $100-57.5% | $10,705-99.6% | $68-37.9% |