Filed January 9, 2013
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 JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $809 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $250 |
Service code 13 5446 CALIFORNIA AVE. SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,996 | $55,453-82.0% | $170,435-94.1% | $62,293-84.0% |
| Participation rate | 40.5% | 66.4%-25.9pp | 83.6%-43.1pp | 69.5%-29.0pp |
| Annual return | 31.31% | 21.38%+9.9pp | 205.94%-174.6pp | 28.90%+2.4pp |
| Employer contribution / active EE | $1,707 | $2,164-21.1% | $5,432-68.6% | $2,042-16.4% |
| Participant deferral / active EE | $1,153 | $2,303-49.9% | $4,939-76.7% | $3,169-63.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |