Filed October 3, 1995
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 15 · EIN 35-0145825 | Recordkeeping | $91,326 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $29,433 |
LAMARQUE FORD1 year Service code 10 3101 WILLIAMS BLVD · KENNER, LA 70065 | Accounting | $11,900 |
Filed as: ERICKSEN KRENTEL LLP Service code 28 PO BOX 13588 · NEW ORLEANS, LA 70185 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,230 | $59,467+3.0% | $93,727-34.7% | $74,478-17.8% |
| Participation rate | 78.3% | 59.6%+18.7pp | 68.7%+9.6pp | 67.2%+11.1pp |
| Annual return | 14.72% | 82.14%-67.4pp | 133.83%-119.1pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $2,632 | $1,267+107.8% | $2,421+8.7% | $2,626+0.2% |
| Participant deferral / active EE | $4,406 | $3,052+44.4% | $4,417-0.2% | $4,350+1.3% |
| Admin fee / account holder | $77 | $3,028-97.5% | $8,292-99.1% | $1,946-96.0% |