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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $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 commissions and ... | $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 | 651.15%-656.9pp | 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% |