Filed January 18, 2006
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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 53131 | Advisory (Plan) | $125,261 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,543 |
Service code 10 1200 MARKET ST · CHATTANOOGA, TN 37402 | Accounting | $20,000 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 400 W CAPITOL AVE STE 200 · LITTLE ROCK, AR 722013522 | Legal | $6,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,157 | $45,000+35.9% | $143,788-57.5% | $77,906-21.5% |
| Participation rate | 67.8% | 66.8%+1.0pp | 80.3%-12.5pp | 73.7%-5.9pp |
| Annual return | -15.96% | 29.03%-45.0pp | -0.03%-15.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,697 | $1,870-9.2% | $4,952-65.7% | $2,846-40.4% |
| Participant deferral / active EE | $3,047 | $3,157-3.5% | $5,638-46.0% | $4,805-36.6% |
| Admin fee / account holder | $139 | $98+41.4% | $14,675-99.1% | $133+5.0% |