Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3 years Service code 13 · EIN 39-0758449 910 N LAST CHANCE GULCH · HELENA, MT 596013395 | Contract Administrator | $8,074 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,854 | $88,515-51.6% | $162,163-73.6% | $67,579-36.6% |
| Participation rate | 94.2% | 86.8%+7.4pp | 87.6%+6.7pp | 71.3%+23.0pp |
| Annual return | 40.65% | 27.04%+13.6pp | 115.59%-74.9pp | 378.56%-337.9pp |
| Employer contribution / active EE | $3,842 | $3,563+7.8% | $5,614-31.6% | $2,148+78.9% |
| Participant deferral / active EE | $4,091 | $5,724-28.5% | $7,298-43.9% | $3,539+15.6% |
| Admin fee / account holder | $24 | $124-80.5% | $10,843-99.8% | $142-83.0% |