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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $49,869 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $38,146 |
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,204 | $61,166+27.9% | $185,849-57.9% | $79,391-1.5% |
| Participation rate | 81.3% | 66.6%+14.7pp | 81.7%-0.4pp | 70.7%+10.6pp |
| Annual return | 20.39% | 19.45%+0.9pp | 122.10%-101.7pp | 116.88%-96.5pp |
| Employer contribution / active EE | $4,333 | $2,321+86.7% | $5,169-16.2% | $2,428+78.5% |
| Participant deferral / active EE | $3,850 | $2,789+38.1% | $5,569-30.9% | $4,046-4.8% |
| Admin fee / account holder | $250 | $710-64.7% | $16,244-98.5% | $627-60.1% |