Filed May 6, 1997
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 JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 N WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $30,889 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,471 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,508 | $24,891+267.6% | $69,632+31.4% | $74,478+22.9% |
| Participation rate | 95.2% | 63.4%+31.7pp | 66.4%+28.7pp | 67.2%+27.9pp |
| Annual return | 16.51% | 18.53%-2.0pp | 101.32%-84.8pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $2,557 | $1,005+154.4% | $1,708+49.7% | $2,626-2.6% |
| Participant deferral / active EE | $2,414 | $1,908+26.5% | $2,889-16.4% | $4,350-44.5% |
| Admin fee / account holder | $718 | $1,904-62.3% | $4,695-84.7% | $1,946-63.1% |