Filed August 8, 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 26 · EIN 43-0345811 | Advisory (Participants) | $25,475 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $3,656 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,650 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,041 | $59,467-29.3% | $93,727-55.1% | $74,478-43.6% |
| Participation rate | 85.0% | 59.6%+25.4pp | 68.7%+16.3pp | 67.2%+17.7pp |
| Annual return | 11.45% | 82.14%-70.7pp | 133.83%-122.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,049 | $1,267-17.2% | $2,421-56.7% | $2,626-60.1% |
| Participant deferral / active EE | $2,515 | $3,052-17.6% | $4,417-43.1% | $4,350-42.2% |
| Admin fee / account holder | $335 | $3,028-88.9% | $8,292-96.0% | $1,946-82.8% |