Filed August 14, 2007 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $99,176 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $29,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,139 | $53,204-3.9% | $155,556-67.1% | $200,096-74.4% |
| Participation rate | 42.2% | 64.1%-21.9pp | 78.2%-36.0pp | 72.0%-29.8pp |
| Annual return | 14.95% | 41.02%-26.1pp | 64.84%-49.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,038 | $3,163-4.0% | $5,631-46.0% | $5,090-40.3% |
| Admin fee / account holder | $20 | $186-89.4% | $15,885-99.9% | $269-92.7% |