Filed December 21, 2016
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 JONES1 year Service code 55 PO BOX 883 · PLATTE, SD 57369 | Other Commissions | $12,766 |
RETIREMENT, LLC2+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $6,755 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $706 |
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 | $36,441 | $46,732-22.0% | $156,551-76.7% | $55,167-33.9% |
| Participation rate | 73.1% | 65.8%+7.3pp | 84.0%-10.9pp | 69.0%+4.1pp |
| Annual return | 9.86% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $765 | $2,105-63.7% | $5,501-86.1% | $1,963-61.0% |
| Participant deferral / active EE | $1,776 | $2,204-19.4% | $4,871-63.5% | $3,054-41.9% |
| Admin fee / account holder | $56 | $418-86.5% | $13,028-99.6% | $504-88.8% |