Filed July 6, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $85,379 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,680 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $21,410 |
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 | $49,204 | $77,197-36.3% | $86,645-43.2% | $93,010-47.1% |
| Participation rate | 73.4% | 78.2%-4.8pp | 71.7%+1.7pp | 73.9%-0.5pp |
| Annual return | 17.13% | 16.31%+0.8pp | 63.52%-46.4pp | 158.70%-141.6pp |
| Employer contribution / active EE | $1,302 | $2,514-48.2% | $2,496-47.9% | $2,705-51.9% |
| Participant deferral / active EE | $2,395 | $3,831-37.5% | $3,700-35.3% | $4,561-47.5% |
| Admin fee / account holder | $88 | $105-16.6% | $5,830-98.5% | $152-42.3% |