Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 17 423 NW 2ND · MADISON, SD 57042 | Pension Consulting | $9,013 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,712 | $54,717-32.9% | $86,216-57.4% | $71,511-48.7% |
| Participation rate | 82.7% | 60.1%+22.6pp | 69.0%+13.7pp | 67.9%+14.8pp |
| Annual return | 20.71% | 20.07%+0.6pp | 1169.42%-1148.7pp | 28.86%-8.1pp |
| Employer contribution / active EE | $1,389 | $1,267+9.7% | $2,382-41.7% | $2,589-46.3% |
| Participant deferral / active EE | $2,479 | $3,110-20.3% | $3,986-37.8% | $4,291-42.2% |
| Admin fee / account holder | $15 | $1,922-99.2% | $6,853-99.8% | $1,588-99.1% |