Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 17 423 NW 2ND · MADISON, SD 57042 | Pension Consulting | $9,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,497 | $49,451-32.3% | $79,580-57.9% | $66,938-50.0% |
| Participation rate | 70.1% | 61.3%+8.7pp | 69.5%+0.6pp | 69.8%+0.3pp |
| Annual return | -14.44% | 84.25%-98.7pp | 0.15%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,328 | $1,266+4.9% | $2,413-45.0% | $2,545-47.8% |
| Participant deferral / active EE | $2,215 | $3,159-29.9% | $3,985-44.4% | $4,238-47.7% |
| Admin fee / account holder | $19 | $595-96.7% | $6,835-99.7% | $594-96.7% |