Filed January 10, 2017 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 12 134 S MONTANA ST · DILLON, MT 597252436 | Claims processing; Direct payment fro... | $41,838 |
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 | $65,273 | $62,928+3.7% | $172,752-62.2% | $67,579-3.4% |
| Participation rate | 80.5% | 64.5%+16.1pp | 82.6%-2.1pp | 71.3%+9.3pp |
| Annual return | 21.56% | 30.36%-8.8pp | 802.97%-781.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,061 | $1,636+87.1% | $5,144-40.5% | $2,148+42.5% |
| Participant deferral / active EE | $3,856 | $2,145+79.8% | $5,198-25.8% | $3,539+9.0% |
| Admin fee / account holder | $195 | $167+17.1% | $13,955-98.6% | $142+37.1% |