Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $93,803 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $65,886 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,830 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,524 | $65,708-39.8% | $76,817-48.5% | $77,787-49.2% |
| Participation rate | 81.0% | 79.0%+2.1pp | 72.1%+8.9pp | 73.2%+7.8pp |
| Annual return | 22.67% | 49.86%-27.2pp | 1166.11%-1143.4pp | 32.57%-9.9pp |
| Employer contribution / active EE | $1,420 | $2,167-34.5% | $2,302-38.3% | $2,504-43.3% |
| Participant deferral / active EE | $2,264 | $3,254-30.4% | $3,336-32.1% | $3,967-42.9% |
| Admin fee / account holder | $120 | $91+32.7% | $6,420-98.1% | $100+20.4% |